海外研报

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in

GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now

As China returns from the long Golden Week holidays, buyers and sellers are slowly

GS--Reiterate Buy and Raise Price Target to $150

We hosted a group investor meeting with Jensen Huang (Founder,

MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and

MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011

Tesla’s highly anticipated ‘We, Robot’ event demonstrated

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and

GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and

JPM_US Dollar policy in a second Trump presidency_20241010

A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal