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MS - Sunday Start - Hopeful but Not Yet Confident_20241006

For a while, market focus on China waned because of the debt-deflation cycle (see
海外研报

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via
海外研报

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong
海外研报

GS--Asia-Pacific Portfolio Strategy China changes the game

We raise China to overweight and increase our MXAPJ index target on higher
海外研报

GS--China’s markets continued to rally (MXCN +11%, MXHK +7%

MXAPJ gained 1%, driven by continued rallies in China
海外研报

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium
海外研报

GS--Large foreign selling led by Taiwan; HF China exposure back to median

Foreign (FII) flows / positioning
海外研报

UBS--Emerging market equities

We rate emerging market stocks as Neutral in our global equity
海外研报

UBS--Global Risk Radar: Middle East conflict extends to Lebanon

• The current conflict in the Middle East has
海外研报

GS--Q&A on Risks to Supply in the Middle East

Brent crude oil prices have risen 10% to $78/bbl since Tuesday as the market
海外研报