海外研报
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SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o
◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and
海外研报
2024年10月17日
MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
海外研报
2024年10月11日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01
The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons
海外研报
2024年09月25日
GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)
A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
海外研报
2024年09月24日
SocGen - Fixed Income Special - Convergence in sovereign greeniums
The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
海外研报
2024年09月24日
SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
海外研报
2024年09月24日
