海外研报

Global Asset Allocation Views

In brief• With downside risks to the economy mitigated by the Federal Reserve’s

GS--Global Economics Wrap-Up: October 4, 2024

Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:

UBS--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

UBS--Global Risk Radar: Middle East conflict extends to Lebanon

• The current conflict in the Middle East has

GS--Hong Kong: PMI rose slightly in September

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,

GS--NIFTY fell 4% w/w, amid SEBI derivatives announcements

Performance: NIFTY fell 4% w/w. Most sectors fell,

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,

UBS--What do lower interest rates in Switzerland mean for investors?

This report supersedes the original report published on 27

GS--Ishiba cabinet inaugurated, Japanese equities reacted negatively

Summary of the weekTOPIX: 2,694.07 (-1.7%) / NK225: 38,635.62 (-3.0%)

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize