海外研报

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC)

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.