海外研报

GS--EM Equity Strategy: Mutual Fund Positioning

With recent market volatility, positioning is at the forefront of investors’ minds. Inthis report, we focus on fund flow trends and investor positioning in EM and Asia,

GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,

We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,

GS--Remitly Global Inc. (RELY): Communacopia + Technology Conference — Key Takeaways

Presenters: Matt Oppenheimer, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--Japan Focus of the Week: LDP Presidential Election, September Tokyo CPI

Focus Next Weekn The LDP presidential election will be held on September 27. Among the nine