海外研报

The Point for Asia Pacific Monday, 02 September 2024

China Banks - Worse-than-expected existing mortgage rate cut incoming; banks w/ high mortgage exposure more vulnerable

GS--Jack Henry & Associates Inc

Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--Nextdoor Holdings (KIND): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Nirav Tolia and CFO Matt Anderson at theCommunacopia + Technology Conference.

UBS--Preparing portfolios for the fourth quarter Weekly Global

Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.

Barclays_September CPI- Limited relief even as shelter inflation retreats_20241010

Core CPI surprised to the upside, rising 0.31% m/m (3.3% y/y),

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