海外研报
筛选
GS--Focus on 3Q24 results for potential earnings revisions
As discussed in our prior report (Sept 23), we believed market expectations for the
海外研报
2024年10月11日
HSBC_China Equity Strategy How much further can the rally go_20241007
We revise up our index targets by 20% on the unprecedented
海外研报
2024年10月11日
HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002
The policy package thus far has lifted sentiment, but what’s
海外研报
2024年10月11日
HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024
Regulators move to reinvigorate A-share market risk appetite
海外研报
2024年10月11日
MS_US CPI Preview- Slight Deceleration_20241004
We expect core CPI at 0.26% in September (0.2%M cons,
海外研报
2024年10月11日
Retaliation--Global Daily Market comments
China’s equity indices either did very well, or very poorly, depending on your reference. The
海外研报
2024年10月11日
UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty
The interest rate easing cycle has started, creating
海外研报
2024年10月11日
Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues
The new French Prime Minister, Michel Barnier, recently presented his new government.
海外研报
2024年10月12日
Not as bad as it looks?--Eurozone economic update
Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two
海外研报
2024年10月12日
