海外研报

China: PBoC provides some pre-Golden week cheer

 The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet

Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO

Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,

BofA_Global Focus Point First cut_ Boost or Bust_20240925

It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical

Barclays_European Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Barclays_Americas Small Cap Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Barclays_Americas Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

GS--Asia Views: The Fed opens the door, and the PBOC walks through

1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double

Global Strategy Weekly

I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.

A Fresh Coat Of Paint01

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

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a