海外研报

Indonesia: BI to Focus on IDR Strength in Q3, Sees Room to Cut in Q4

Bank Indonesia (BI) kept its policy rate unchanged at 6.25%. The deposit and lendingfacility rates were also kept at 5.50% and 7.00%, respectively. Today’s decision was

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR

Overheating Brazilian economy; dovish Chilean central bank

Brazil: strong 2Q24 growth (1.4% qoq vs consensus and our estimate of 0.9%) was led by strong domestic demand fueled by fiscal expansion. The economy is

JPM_Japan_Equity_Strateg

Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese

GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways

Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology