海外研报
筛选
EW--Risk recovery and Fed cuts bodes well for EM outperformance
Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive
海外研报
2024年09月11日
GS--Clarivate (CLVT): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: Clarivate is targeting an acceleration in organic revenue growth fromflat y/y currently to 4-6% by 2026 led by product innovations, investments into Gen
海外研报
2024年09月15日
GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX
China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
海外研报
2024年09月24日
The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning
Following Tuesday’s presser(see my previous notes for more details) which sent
海外研报
2024年09月28日
Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024
Emerging Markets Asia: September 2024
海外研报
2024年10月12日
