海外研报

Japan_ simulation of a risk scenario coalition government losing its majority

This is a simulation of a risk scenario in which the LDP loses a significant

GS--Transport Chartbook | Top of Mind

Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend

GS--Reflation divergence: US exceptionalism continues

Risk appetite continued to pick up last week, with our Risk

Jefferies--Back to Autos in Q3

"We, Robot" mostly fell flat. Without much indication of progress on either

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net

globalinvestmentstrategy102124

Asset Allocation Spotlight: The economics of natural disasters ...

GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion

Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,

EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics

Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP

GS--Buy developers with strong saleable pipeline

As we see China property prices stabilizing in late-25E (link), we expect coverage