海外研报

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

Retaliation--Global Daily Market comments

China’s equity indices either did very well, or very poorly, depending on your reference. The

MS_US CPI Preview- Slight Deceleration_20241004

We expect core CPI at 0.26% in September (0.2%M cons,

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002

The policy package thus far has lifted sentiment, but what’s

BofA_Liquid Insight Is US election risk already overpriced_20241007

Fade USDCNH vol risk premium into US election

HSBC_China Equity Strategy How much further can the rally go_20241007

 We revise up our index targets by 20% on the unprecedented

A Fertile Ground for Investment Returns

It is easy to feel nervous about the

BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006

Equity index futures roll costs for 35 global futures rolls