26 September 2024 | 7:57AM HKT _ China eCommerce: Internet Trip expert session takeaways: Focuses on de-minimis exemption changes; ecosystem of Temu with its merchants We hosted an expert session on cross-border eCommerce with investors on Sep 25 as part of our China Internet Trip, where we invited Mr. Jiale Wang, General Manager of China Region at Acquco (an eCommerce merchant) to share his thoughts on Temu. Key topics discussed include 1) Potential impact from the changes in the de-minimis exemption on cr ...

1 October 2024 | 11:52AM EDT _ USA: Job Openings Above Expectations; ISM Manufacturing Index and Construction Spending Slightly Below Consensus Expectations | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------- ...

The Economist Crypto bros v cat ladies The housing supercycle Will China's stimulus work? kel Mapping a fruit fly's brain OCTOBER 5TH-11TH 2024 A special edition + you "THERE IS A BEAUTY THAT REMAINS WITH US AFTER WE'VE STOPPED LOOKING.'' CORY RICHARDS, PHOTOGRAPHER AND EXPLORER, WEARS THE VACHERON CONSTANTIN OVERSEAS. S p * | ONE OF VACHERON CONSTANTIN | NOT MANY. G E N È V E 2002 and on the last of 4 4 4 Card a C the first 11 11 11 1 Sty ing t 2017 4.25 T ar party g 201 ray Morgan Freeman Imported by Laur ...

27 September 2024 | 5:55PM BST _ | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------| | | | | | EM Weekly Fund Flows Monitor Foreign buying l ...

1 October 2024 | 11:19PM HKT _ KE Holdings (BEKE): H-share liquidity paves way for Southbound inclusion; Narrower mom existing home pricing decline in Sep; Buy | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------- ...

2 October 2024 | 12:53AM HKT Neutral COSCO SHIPPING Holdings (601919.SS) Up to Neutral on structural supply chain complexity supporting higher valuation; assessing port operation suspension scenarios 601919.SS 12m Prie Target: Rmb13.80 Prie: Rmb15.71 Downside: 12.2% 1919.HK 12m Prie Target: HK$10.70 Prie: HK$13.04 Downside: 17.9% Herbert Lu +852-2978-0726 | herbert.lu@gs.com Goldman Sachs (Asia) L.L.C. Simon Cheung, CFA +852-2978-6102 | simon.cheung@gs.com Goldman Sachs (Asia) L.L.C. Dorothy Wong +852-2978- ...

30 September 2024 | 1:55PM EDT _ Global: GS Economic Indicators Update: Financial Conditions Ease in China on PBOC Policy Announcements | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------|-----------------------------------------------------|-------------------------------------------|-------------------------------|---------------------------------------|---------------------------------------------------------- ...

2 October 2024 | 4:01AM EDT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|----------------------------------------------------------------------------------|-------------------------------------------------|----------|--------------------------------------------------------|-----------------------------------------|-----------|----------------------------|-------------------------| | | | | | | | | | | | | Dell Technologies Inc. Key takeaways from 2024 investor field trip to DEL ...

3 October 2024 | 4:52PM CST _ | --- | --- | |-------------------------------------------------------------------|-------| | | | | GC Tech | | | Highlighting 5 stocks into 4Q with valuation upside | and | | solid growth outlook | | China's Communications and Networking stocks within our coverage have rallied 25% on average since Sept 23. The previous laggards (before Sept 23) and AI-related stocks outperformed vs. the rest of the pack since Sept 23. At this juncture, we continue to favor 5 stocks across AI n ...

2 October 2024 | 3:35PM EDT _ What's Top of Mind in Macro Research: Middle East escalation implications, even more China policy easing, US port strike impacts | --- | --- | |-------------------------------------------------------|----------------------------------------------------------------------------------------| | This week: | Jenny Grimberg \n+1(212)934-0199 \| jenny.grimberg@gs.com Goldman Sachs & Co. LLC | | Middle East: escalation implications | | | Policy easing: no longer piecemeal in China | Al ...