海外研报

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated.

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese

GS--Demand yet to pick up following improving sentiment, while Moutai Price up Rmb100+

The sector’s valuation has rebounded to 20.1x weighted average forward NTM P/E,

GS--China Software_ 3Q24 Preview_ Sequential growth on client IT

In 3Q/ 4Q24E, we expect China software companies’ revenues and earnings to

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base

China Resilience - H World Group (HTHT)_ Leading consolidator in a fragmented hotel industry

China Resilience is a series of reports aimed at highlighting Chinese

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

Retaliation--Global Daily Market comments

China’s equity indices either did very well, or very poorly, depending on your reference. The

MS_US CPI Preview- Slight Deceleration_20241004

We expect core CPI at 0.26% in September (0.2%M cons,

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)