海外研报

GS--China Economic Activity and Policy Tracker: October 18

Investors should consider this report as only a single factor in making their investment decision.

BofA_US Economic Weekly The other R-word_20241018

Weekly viewpoint: The other R-word

BofA_Global Economic Weekly What happens in DC doesn’t stay in DC_20241018

What happens in DC doesn’t stay in DC

BofA_Europe Economic Weekly Well on track_20241018

Weekly view: well on track (to undershoot)

BofA_BofA FAQs Global Auto FAQs- Stepped up competition and the future of incumbents_20241018

1) Implications of China’s high quality/low priced EVs?

BofA_Automotive Industry Weekly automotive pit stop_20241018

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

UBS--Asian ex-Japan equities_en_1625883

Macro-wise, regional inflation should remain subdued. Cash rates

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP

BofA Monthly HF Update September 2024

A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed