海外研报

GS--Asia-Pacific Growth Monitor_ Manufacturing deceleration

This publication summarizes regional and country-specific growth data across

GS--Week 39 Wrap - A new wave of easing; Transactions surged

Key highlights for the week:

GS--China A-shares_ 3 thematic trends_ SPE in Semis

We are positive on China A-shares under coverage, and identify three thematictrends:

BofA_Stock Flash Bullish BWXT, ORLY, UNH and VZ. Bearish MFIC and NVO_20240927

BWX Technologies (BWXT): Bullish triangle targets 125

BofA_Global Earnings Revision Ratio Cautionary tone_20240930

Global Earnings Revision Ratio retreated in September

BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930

Mfg. PMI improved sequentially; services PMI dropped

BofA_China- An Equity Strategist’s Diary_20240930

Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of

Asia_Economic_Outlook_Q4_2024_manageable_slowdown__1

Weaker external demand from

Asia FX Talk - Sharp moves in JPY and CNH

Market HighlightsRisk assets and industrial metal prices rose while the Dollar and US rates fell, as markets