海外研报

JPM_EMFX_20241011--Europo hon Repearch Other

LS cPl prrled hghor han oogpecb0d yesdayb.t amp in the hntal johass ciaims number saw a m

GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and

GS--Reiterate Buy and Raise Price Target to $150

We hosted a group investor meeting with Jensen Huang (Founder,

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady

SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009

Asia’s most profitable quarter since the China reopening Asia equities posted their

SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010

The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is

GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,