海外研报
筛选
Emerging Insight Central Asia – FX “anomalies” untangled
Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
海外研报
2024年07月26日
The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报
2024年08月07日
US Economics Weekly in the datavei
CITI'S TAKEStronger-than-expected retail sales and the drop in initial jobless claimsraised market optimism that a "soft landing" might still be achieved, but thecontinued contraction in manufacturing, falling
海外研报
2024年08月19日
Upgrade to Overweight
Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate
海外研报
2024年09月06日
GS--Webtoon Entertainment Inc. (WBTN): Communacopia + Technology Conference — Key Takeaways
Presenter: We hosted CFO & COO David Lee at the Communacopia + TechnologyConference.
海外研报
2024年09月14日
