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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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2024年10月08日
What you need to know for the week ahead
This week's economic calendar is relatively light with the main highlights being the
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2024年10月08日
GS--Large foreign selling led by Taiwan; HF China exposure back to median
Foreign (FII) flows / positioning
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2024年10月08日
GS--MSCI EM Closed flat w/w, while China Rally Extended Further
Performance: MSCI EM was flat w/w (vs. MXWO down
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2024年10月08日
UBS--Saudi Arabian credit: Flagship EM debt issuers
Saudi Arabia is the largest constituent in the flagship
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2024年10月08日
UBS--Emerging market equities
We rate emerging market stocks as Neutral in our global equity
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2024年10月08日
UBS-- Emerging Markets Bond List
Petroperu updatePetroperu is wholly owned by the Republic of Peru (Baa1/Stable, BBB-/Stable, BBB/Negative),
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2024年10月08日
GS--Implications of higher corporate taxes in France
Last week, Prime Minister Barnier said that he was
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2024年10月08日
Global Asset Allocation Views
In brief• With downside risks to the economy mitigated by the Federal Reserve’s
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2024年10月08日
GS--Global Economics Wrap-Up: October 4, 2024
Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:
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2024年10月08日
