海外研报

GS-- demand re-balance and debt resolution

MOHURD, jointly with MOF, MNR, PBOC and NFRA1, held a press conference on

Emerging Market Weekly Pulse

The USD has regained its strength so far in October, on the back of positive

BofA_Microsoft Corporation_20241017

Tone from the channel is inline or better

Belly looks cheap--Belly looks cheap

The intermediate sector has cheapened from rich levels in the summer. The 2-5-

Barclays_Euro area- Fiscal Policy Assessing the Italian fiscal targets_20241017

We think the government is optimistic in assessing the increasein total revenue and the decrease in spending it will likely

Barclays_ETF Compass Chipping away_20241017

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

GS-- partly to reflect our new forex assumptions

We update our earnings estimates and 12-month target prices for our

Japan economic update_ 2024-29 economic scenario

2024: negative growth

UBS--China confirms big fiscal stimulus—how big yet to be confirmed

• China’s Ministry of Finance has outlined the broad

HF Highlights - 2024.10.11

There was some divergence in HF returns this past week as performance of equities across regions was relatively mixed (US