海外研报

September 2024 update: Refreshing Japan & China Ideas

As we come out of results season and this summer’s volatility, we take theopportunity to refresh ideas in Japan & China. We add SMFG, TDK, Advantest,

GS--3Q Uniform Rental Sentiment Survey reveals stable growth outlook

Our 3Q Uniform Rental Sentiment Survey, which provides a rolling six-monthforward-looking view on multiple dimensions of the industry, points to a stable

GS--How Global Economic News Affects AEJ Financial Markets01

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

UBS--中国 A 股