海外研报

JPM_Credit Calls Friday, September 27, 2024

FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty

USB--Investing in emerging markets

Investing in emerging marketsThis report has been prepared by UBS AG

GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030

Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led

GS--Aerospace in Pictures: September 2024

Aerospace in Pictures aims to provide the Aerospace

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts

Ishiba has won the LDP presidency

Ishiba will be slightly hawkish about monetary policy, but the sharp JPY

Asia Insights

On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the