海外研报

Barclays_Netflix, Inc_20241007

NFLX’s premium valuation is predicated on revenue growth

BofA_FX Watch September Canada employment in focus_20241007

USDCAD spot level is now attractive for USD bears

BofA_Liquid Insight Is US election risk already overpriced_20241007

Fade USDCNH vol risk premium into US election

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)

China Resilience - H World Group (HTHT)_ Leading consolidator in a fragmented hotel industry

China Resilience is a series of reports aimed at highlighting Chinese

GS--China Software_ 3Q24 Preview_ Sequential growth on client IT

In 3Q/ 4Q24E, we expect China software companies’ revenues and earnings to

GS--Demand yet to pick up following improving sentiment, while Moutai Price up Rmb100+

The sector’s valuation has rebounded to 20.1x weighted average forward NTM P/E,

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated.

DB CoTD: The payroll cat amongst the pigeons

Good afternoon from Berlin! On the other side of the Atlantic, the shock

DB--Thematic Research

Despite growing geopolitical risks, which have pushed oil prices to their biggest