海外研报

GS--S. Africa vs. EMXC; Korea vs. Brazil

n Performance: MSCI EM rallied 6% w/w (vs. ACWI up

GS--Turnover/margin buying spiked; Introducing EM positioning baskets

EM Asian ex-China region saw buying (+US$2.5bn) this

GS--F4Q earnings beat with positive traffic and margin strength

COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of

UBS--Chinese government bonds

The PBoC announced further measures to support the property

What is behind deglobalization?

Global trade in goods has been growing more slowly than the global economy for