海外研报

GS-- Amorepacific, Fast Retailing, NVDA

China Macro - Raising 2024/25 GDP Forecasts on Stimulus. The latest round of

GS--Monthly Tracker — September 2024

This monthly report includes charts and tables with key global data points for the

MUST READ - MS The World in 2030 In 10 Short Stories_20241024

More people have died on US roads in the last decade than American soldiers in both World Wars –

MS_Sunday Start - Longevity- The Age of Aging Is Here_20241013

"Live long and prosper" may have been a phrase immortalised in 1960s sci-fi, but

MS_Future of Europe - The Demographic Challenge and What It Means for Growth_20241009

A declining working age population could weigh on European growth. All else equal, we estimate a 4%

MS South Korea - Super-aging, Structurally changing

Korea faces some of the world's most challenging demographics.

MS GenAI Adoption - 2 Years In

In 2025, Cloud Capex spend will equate to the entire Apollo

MS - The Triple 20-September 4, 2024 09:00 PM GMT

We continue to believe Tech Diffusion, Decarbonisation and

GS--European Week Ahead: October 14 - October 20

The key data releases this week include final inflation numbers across the Euro area,

China Stimulus Simplified

I wanted to do this as a flow chart, but my lack of experience with the flowchart tools (and my lack of