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FOREIGN INVESTORS SKIP A HIGH GROWTH STORY
Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII
海外研报
2024年09月06日
The Harris Bounce 011
With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
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2024年09月06日
Trade Close: Close Options Recommendation SHW, MRVL and DELL
We close our recommendation to buy SHW calls. We close our 7-Aug, 2024
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2024年09月06日
BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
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2024年09月06日
he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
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2024年09月06日
USD: the most consequential week of the year
nvestor nerves ahead of US ISM manufacturing later today kept sentiment on the back foot during the Asian session. Sentiment also continues to be weighed down
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2024年09月06日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
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2024年09月06日
Walmart Marketplace continues to expand and differentiate; takeaways from its
WMT recently held its 2024 Marketplace Seller Summit, where the companyannounced category expansion, multichannel fulfillment, and new features that
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2024年09月06日
