海外研报
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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06
The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while
海外研报
2024年09月28日
Four influential changes from the jointed press conference
At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),
海外研报
2024年09月28日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.
海外研报
2024年09月28日
GD--CONFIDENCE CRISIS CONTINUES
The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报
2024年09月28日
GD--BEIJING’S RALLY
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年09月28日
GS--Ongoing strength in Datacenters, stabilization in Towers
Overview: We believe investors are long datacenters (hyperscalers still strong)
海外研报
2024年09月28日
The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning
Following Tuesday’s presser(see my previous notes for more details) which sent
海外研报
2024年09月28日
GS--Strategy Espresso_ Q&A on rising recession risk for European equities
We have received questions about the weak PMI data combined with a cautious
海外研报
2024年09月28日
SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades
SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades
海外研报
2024年09月28日
SNB — Delivers a 25bp Cut and Adopts Easing Bias
BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%
海外研报
2024年09月28日
