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SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o

◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and
海外研报

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

Forceful fiscal easing to support consumption is needed to
海外研报

GS GE Aerospace (GE)_ Management meeting takeaways

海外研报

GS G10 Inflation Monitor_ Inflation Surprises to the Upside in October (Peters)

海外研报

UniCredit_Markets Today_20241203

海外研报

SocGen - On Our Minds - RBI meeting - Slight tilt in balance towards growth, but inflation rules

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GS Asia Economics Analyst_ Ranking the risks of US tariffs

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GS Asia-Pacific Portfolio Strategy_ Asian equity market daily update-2

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Nomura_A highly likely BOJ hike, and JPY scenarios_20250123

海外研报

Jefferies - Chris Wood - Deep seeking_20250127

海外研报