海外研报

UBS--Limited surprise and focus on long-term direction

More policies to attract talent: The Hong Kong

MS - Why China's Hesitancy to Enact Forceful Fiscal Easing

Forceful fiscal easing to support consumption is needed to

MS Sunday Start - Looking Back from Over There

After a week speaking with clients in London, I am struck by both the parallels and

GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)

The historically large flattening and inversion of the US yield curve over the past

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net

BofA_EM Corporate Strategy

Distressed EM Corps returned another +16% since June

GS--Reflation divergence: US exceptionalism continues

Risk appetite continued to pick up last week, with our Risk

JPM_Commodity Market Positioning and Flows_20241021

The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o