海外研报
筛选
GS--S. Africa vs. EMXC; Korea vs. Brazil
n Performance: MSCI EM rallied 6% w/w (vs. ACWI up
海外研报
2024年09月29日
GS--Turnover/margin buying spiked; Introducing EM positioning baskets
EM Asian ex-China region saw buying (+US$2.5bn) this
海外研报
2024年09月29日
GS--F4Q earnings beat with positive traffic and margin strength
COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of
海外研报
2024年09月29日
UBS--Chinese government bonds
The PBoC announced further measures to support the property
海外研报
2024年09月29日
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
UBS--China’s policy pivot gathering momentum
meeting to focus entirely on economics, just two days
海外研报
2024年09月29日
China_ The Politburo sent clear (and louder) easing signals
top leadership showed increased concerns on growth headwinds, pledged to launch
海外研报
2024年09月29日
UBS--Get Ready – for interest rates, elections, and volatility
he US presidential election and tensions in the Middle East can lead to
海外研报
2024年09月29日
GS--China_ Industrial profits fell sequentially in August(1)
China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in
海外研报
2024年09月29日
GS--Saving Rate Revised Up to
BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second
海外研报
2024年09月29日
