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

30 September 2024 | 11:09AM HKT _ China: NBS manufacturing PMI rose while Caixin manufacturing PMI fell in September | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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 ...

30 September 2024 | 1:20AM HKT _ Navigating China Internet Lifting eCommerce on room for further re-rating; refreshing mega-cap TPs and our top ideas We lift our preference for eCommerce to within our top-two most-preferred sub-sectors alongside games (Tencent, on CL) within China Internet on the back of stronger-than-expected government pro-growth/easing policies, signs of a normalizing eCommerce market landscape where incumbent players have broadly stabilized their eCommerce market share in recent months, ...

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- ...

1 October 2024 | 4:01PM HKT _ WuXi AppTec Co. (2359.HK): Investor day takeaways: Robust TIDEs momentum; resilience amid uncertainty WuXi AppTec hosted the annual investor day on Sep 26th, where mgmt highlighted 1) strong rebound of US/EU funding in 1H24 with upfront payment serving as key alternative to source capital; 2) CRDMO business model positions the company to continue growth in both good and challenging time; 3) reiterated their leading position in small molecule industry evidenced by producing 7 ou ...

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

_ 2 October 2024 | 4:32AM EDT Oil Tracker: Prices Jump on Geopolitical Escalation | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------| | | | | suggest that this premium ...