海外研报

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn

GS--The BOK has Started the Post-Pandemic Easing

The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to

GS--Tesla Inc. (TSLA): Initial thoughts on ‘We, Robot’ 10/10 event

We attended Tesla’s 10/10 ‘We, Robot’ event in LA, where Tesla unveiled its

GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,

SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010

The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is

SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009

Asia’s most profitable quarter since the China reopening Asia equities posted their

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest