海外研报
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On Our Minds RBI: Growth optimism behind hawkish stance
The RBI kept the policy rate (at 6.5%) and the policy stance (withdrawal of accommodation) unchanged during its monetary policy meeting in August
海外研报
2024年08月12日
On Our Minds-Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月12日
Implied Thoughts Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月12日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年08月12日
Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.
The world will spend $105bn on XPUs in 2024, i.e.$210bn in AI capex, up 10x vs. 2020.
海外研报
2024年08月12日
Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报
2024年08月12日
