海外研报

GS--Solid leadership stance securing its long term growth outlook001

Strength from AI continues to lead the growth

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP

Asia FX Weekly - China Q3 and September data give some positiveness to the market

Several factors are working on global markets. In addition to traders’ dial back on

UBS--Asian ex-Japan equities_en_1625883

Macro-wise, regional inflation should remain subdued. Cash rates

BofA - Hartnett - The Flow Show Supermarket Sweep_20241018

Scores on the Doors: gold 29.9%, crypto 23.0%, stocks 19.2%, HY bonds 8.0%, cash

BofA Monthly HF Update September 2024

A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed

BofA_Automotive Industry Weekly automotive pit stop_20241018

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

BofA_BofA FAQs Global Auto FAQs- Stepped up competition and the future of incumbents_20241018

1) Implications of China’s high quality/low priced EVs?

BofA_Europe Economic Weekly Well on track_20241018

Weekly view: well on track (to undershoot)

BofA_Global Economic Weekly What happens in DC doesn’t stay in DC_20241018

What happens in DC doesn’t stay in DC