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Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23

The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,
海外研报

Barclays_Tesla, Inc_20240923

Decomposing 3Q24 deliveries:Healthy result to avoid negative
海外研报

Cheatsheet - G10 & EM Week Ahead_ The party continues

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报

Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922

CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报

USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields

Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
海外研报

JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923

• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
海外研报

SocGen - Fixed Income Weekly - Soft landing vibes

The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
海外研报

GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews

In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
海外研报

Weekly commentary

Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.
海外研报