海外研报
筛选
GS--S. Africa vs. EMXC; Korea vs. Brazil
n Performance: MSCI EM rallied 6% w/w (vs. ACWI up
海外研报
2024年09月29日
GS--Turnover/margin buying spiked; Introducing EM positioning baskets
EM Asian ex-China region saw buying (+US$2.5bn) this
海外研报
2024年09月29日
GS--F4Q earnings beat with positive traffic and margin strength
COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of
海外研报
2024年09月29日
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
GS--China_ Industrial profits fell sequentially in August(1)
China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in
海外研报
2024年09月29日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
US equities were slightly net sold on the week, as large selling last Friday (options expiry/index
海外研报
2024年09月29日
China ramps up support
The main theme overnight was risk-on. All three major US stock
海外研报
2024年09月29日
GS--US Weekly Kickstart03
Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.
海外研报
2024年09月29日
GS--How do UK equities perform when the Pound rises?
Riding risk. The BoE kept rates on hold and sent a slightly
海外研报
2024年09月29日
GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU
We close our recommendation to buy META calls. We close our 18-Sep, 2024
海外研报
2024年09月29日
