海外研报

What is behind deglobalization?

Global trade in goods has been growing more slowly than the global economy for

Barclays_China stimulus This could be big_20240927

While not our base case, a CNY5trn property stabilisation fund

UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,

GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking

We have just returned from marketing in the UK between 23rd and 27th September.

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

JPM_US Weekly Prospects_20240927

Surveys relating to the manufacturing sector remained downbeat this week, and August factory

MS - As the Fed recalibrates, what does it mean in a global context

The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,

MS China Equity Strategy - Is A New Rally Beginning

What are the qualifications/criteria for investment entities