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GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer
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China PBoCs big stimulus

. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)
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BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923

Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
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BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922

Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
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Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923

The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,
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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01

The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons
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Asia FX Talk - Softening activity in Europe

Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
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GS--Trackers 101 - One of the more underappreciated

A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be
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All That Glitters

Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
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A Fresh Coat Of Paint

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar
海外研报