海外研报

Asia FX Outlook Q4 2024 - Ride with the tide02

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

GS--Asia-Pacific Portfolio Strategy China changes the game

We raise China to overweight and increase our MXAPJ index target on higher

GS--China’s markets continued to rally (MXCN +11%, MXHK +7%

MXAPJ gained 1%, driven by continued rallies in China

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.

Barclays_Equity Strategy Market Review_20241004

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Barclays_Tesla, Inc_20241002

We believe investors were likely expecting a more robust beat,

BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on

BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003

Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,

BofA - Savita Subramanian - US Performance Monitor What seasonality_20241001

S&P 500 defies gravity in the seasonally weakest month

BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004

This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with