海外研报

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base

MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new

GS--Asia-Pacific Portfolio Strategy_ Asian equity market daily update(53)

The MXAPJ Index rose 0.8% today. China and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,

Barclays_Barclays Equity Factor Insights_ October_20241010

Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &

BofA_Alphabet DOJ considering a long list of potential remedies; some

DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search