海外研报

GS--Saving Rate Revised Up to

BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

SocGen_Hello Autumn – the dollar correction is in a new season_20240926

The start of the unwind of the yen carry trade in Japan, the slowdown in the US economy and the

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

HSBC_China Politburo Meeting-20240926

Politburo meeting delivered a clear tone on supporting economic growth,

GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region

Scheduled key data releases for the coming week in Asia ex-Japan include China

GS-- China Easing | Datacentres

As trade barriers have risen amid greater levels of geopolitical tension in recent

GS--Global FX Trader The Golden Touch

Our thoughts on CNY, USD, EUR, ZAR, AUD, CHF, NGN, & COFER