海外研报
筛选
Seeking Certainty Amid Change
We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection
海外研报
2024年07月01日
SocGen - Multi Asset Portfolio - Cracks in US exceptionalism
Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报
2024年09月16日
GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with
海外研报
2024年09月17日
GS--EM Equity Strategy: Mutual Fund Positioning
With recent market volatility, positioning is at the forefront of investors’ minds. Inthis report, we focus on fund flow trends and investor positioning in EM and Asia,
海外研报
2024年09月09日
GD--CONFIDENCE CRISIS CONTINUES
The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报
2024年09月28日
GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation
Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a
海外研报
2024年09月28日
BofA--Automotive Industry Weekly automotive pit stop_20240913
Recent US industry reports and data points – Pages 2-8 • Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing•
海外研报
2024年09月15日
On Our Minds - Taiwan Still thriving in the AI boom
Taiwan’s economy has remained resilient thanks to the AI boom. 2Q GDP growth was stagnant – but this followed strong expansion in recent quarters. The AI boom has
海外研报
2024年08月02日
