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UBS Weekly _ Regional View UK_Policy stability vs geopoolitical reality

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1QFY25 earnings improved this week with beats ahead of misses

Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
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GS Boeing Co. (BA)_ February aircraft order & delivery report

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Global Macro Thoughts And just like that, the narrative changes completely

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
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GS Jardine Matheson (JARD.SI)_ FY25 results inline - Commits to DPS growth in FY26. More color at upcoming Investor Day on June ...

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GS Macro at a Glance_ Latest views and forecasts

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Liquid Insight Jackson Hole FAQ: ’24 update

Jackson Hole soon to be the market's focus. We answer FAQs on logistics & market expectations
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DB- FX Blog- How have Middle East events affected LatAm FX_20260313

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GS Utilities Daily_ UK_ Announced measure to accelerate energy security __ Global offshore wind capacity nears 100 GW

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2Q24 US Internet Earnings Wrap

Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
海外研报