海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ
海外研报
2024年09月06日
GS--Americas Telecom Services: Communacopia + Technology Conference 2024
Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will
海外研报
2024年09月14日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
GS--REIT valuations show upside opportunities remain
In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk
海外研报
2024年09月24日
GS--China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting
The PBOC held its Q3 MPC meeting on September 25th (the day after a joint press
海外研报
2024年10月02日
GS--China Macro: MOF Implications for Growth Outlook [Replay]
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
海外研报
2024年10月15日
GS--ECB—Cuts 25bp and Leaves Guidance Unchanged
BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.
海外研报
2024年10月18日
FX Weekly--USD continues to rebound ahead of US election1154
FX View: The USD is on course to advance for the third consecutive week. We
海外研报
2024年10月22日
MS_US Equity Strategy - Small Caps, Are We There Yet_ – Chartbook_20241022
We recently upgraded Small caps to neutral vs Large caps after a persistent 3½ year period ofunderperformance. This
海外研报
2024年10月25日
