海外研报

China_aims_for_risk_reduction_in_housing_not_a_V_shape_rebound

The major takeaways from today’s press briefing by the Ministry of Housing

GS-- demand re-balance and debt resolution

MOHURD, jointly with MOF, MNR, PBOC and NFRA1, held a press conference on

Emerging Market Weekly Pulse

The USD has regained its strength so far in October, on the back of positive

BofA_Microsoft Corporation_20241017

Tone from the channel is inline or better

Barclays_Euro area- Fiscal Policy Assessing the Italian fiscal targets_20241017

We think the government is optimistic in assessing the increasein total revenue and the decrease in spending it will likely

GS-- partly to reflect our new forex assumptions

We update our earnings estimates and 12-month target prices for our

UBS--China confirms big fiscal stimulus—how big yet to be confirmed

• China’s Ministry of Finance has outlined the broad

HF Highlights - 2024.10.11

There was some divergence in HF returns this past week as performance of equities across regions was relatively mixed (US

GS--GS EUROPEAN EXPRESS: Encore: Buy ASML (on CL), Wise

Global Metals & Mining Conference Takeaways: Commodity outlooks, growth

GS--Refreshing our Commodity Terms of Trade Indices (Fishman/Kanter)

through next year, as oil prices face two-sided US policy risks and likely OPEC