海外研报

GS-- Sept 23rd; Weekly Index Encouragingly Improves W/W,

step-back after seeing last week’s rather large East Coast increase from 5 to 21 asthis potentially indicates efficient/fluid port throughput (Exhibit 6). While the

GS weekly mash -

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)

GS--The data, the budget and the UK market

Activity remains solid: The Labour Force Survey (LFS)