海外研报

Catalyst or Culprit?

We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially

JPM_EM FX

GS--Bumble Inc. (BMBL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Bumble’s CEO Lidiane Jones at the Communacopia +Technology Conference.

GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI

Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -

GS--Recent Export Trends in Asia—Moderation Continues

Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained

EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite

Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial