海外研报
筛选
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--China: Tourism data showed largely stable momentum during the National Day Golden Week
Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with
海外研报
2024年10月11日
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
Barclays_What's Next in AI – The Semi Perspective_20240919
We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报
2024年09月20日
FOMC_cuts_by_50bp
move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
海外研报
2024年09月20日
India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
MS-- Global Macro Commentary
ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
海外研报
2024年09月16日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912
Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
海外研报
2024年09月15日
