海外研报

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious

The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning

Following Tuesday’s presser(see my previous notes for more details) which sent

GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region

Scheduled key data releases for the coming week in Asia ex-Japan include China

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

UBS--China’s policy pivot gathering momentum

meeting to focus entirely on economics, just two days