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GS--Markets soared 16%-17% on policy stimulus

MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd
海外研报

China_s_stock_market_frenzy__1

China’s stock market frenzy
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USB--Chinese equities

China delivered a surprisingly robust stimulus package, with
海外研报

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium
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Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets
海外研报

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas
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Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable
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What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the
海外研报

GS--Large foreign selling led by Taiwan; HF China exposure back to median

Foreign (FII) flows / positioning
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GS--MSCI EM Closed flat w/w, while China Rally Extended Further

Performance: MSCI EM was flat w/w (vs. MXWO down
海外研报