海外研报

UBS--China confirms big fiscal stimulus—how big yet to be confirmed

• China’s Ministry of Finance has outlined the broad

HF Highlights - 2024.10.11

There was some divergence in HF returns this past week as performance of equities across regions was relatively mixed (US

GS--GS EUROPEAN EXPRESS: Encore: Buy ASML (on CL), Wise

Global Metals & Mining Conference Takeaways: Commodity outlooks, growth

GS--Refreshing our Commodity Terms of Trade Indices (Fishman/Kanter)

through next year, as oil prices face two-sided US policy risks and likely OPEC

GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas

In this report, we highlight the key specification changes of Apple’s iPad mini new

UBS--Reimagining commodity investing

Commodities are an asset class with robust inflation-hedging potential.

Citi_Asia Open - Punched in the sentiment face

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

UBS--States: Resilient strength - summary report

State credit quality is among the strongest sectors of

China Credit Conundrum_ Mapping China's Credit - Releveraging As Real Estate Downturn Bites

The last two years have seen China's leverage rise again. We estimate China's non-financial debt to

GS-- Forecasting a 50bp Cut at the October BoC

BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,