海外研报

CUB--Currencies monthly view

• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in

BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923

Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed

GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030

Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led

UBS--Limited surprise and focus on long-term direction

More policies to attract talent: The Hong Kong