海外研报

Obesity/Diabetes thoughts into EASD and through the end of 2024

For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of

BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916

Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this

GS--NIFTY fell 4% w/w, amid SEBI derivatives announcements

Performance: NIFTY fell 4% w/w. Most sectors fell,

BofA_Global Energy Weekly US power prices ease as capacity soars_20241007

US power loads and generation are at all-time highs…