海外研报

Invidious-Global Daily

Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we

GS--European Conviction List - Directors’ Cut September 13, 2024 Update

We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of

Ishiba has won the LDP presidency

Ishiba will be slightly hawkish about monetary policy, but the sharp JPY