海外研报

GS--Middle East escalation implications, even more China policy

Middle East: escalation implications

A year on--Global Daily

srael today marks the first anniversary of the brutal attack by Hamas. Around 1,200 people

Asia --FX Outlook Q4 2024 - Ride with the tide01

This year so far, we saw strong world trades and a resilient global economy. We expect the

Asia FX Weekly - Mideast tensions and nonfarm payroll take centre stage

Market sentiment has quickly turned sour on Asian currencies amid rising

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