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2022-10-17-BofA Global Research-US Oil and Gas OIM# 609 OPEC+ 2mm bpd cut means _1.1mm bpd...-98764741.pdf
2022-10-17-Morgan Stanley Fixed-Cross-Asset Spotlight Signals, Flows Key Data-98763059.pdf
2022-10-18-1913.HK-Morgan Stanley-Prada Introductory Guide-98775446.pdf
2022-10-18-603605.SS-Morgan Stanley-Proya Cosmetics 3Q22 Preliminary Margin Improvement Accele...-98778298.pdf
2022-10-18-BofA Global Research-BofA Securities Equity Client Flow Trends More big equity i...-98769809.pdf
2022-10-18-FIS.N-Morgan Stanley-Payments and Processing 3Q22 Processor Preview FIS, FISV, ...-98769936.pdf
2022-10-18-GLAD.NS-Morgan Stanley-Self Help Gland Pharma Ltd Injection King; Initiating at O...-98767930.pdf
2022-10-18-GRAB.OQ-Morgan Stanley-Grab Holdings Ltd 3Q22 Preview Growth is slowing-98771620.pdf
2022-10-18-JPMorgan Econ FI-FX Macro Quant Model Summary USD screens stronger...-98779255.pdf
2022-10-18-JPMorgan Econ FI-Global EM Inflation Linkers Monthly EM linker outperforman...-98779427.pdf
2022-10-18-JPMorgan Econ FI-High Yield Energy Midstream Model Book Update-98775782.pdf
2022-10-18-JPMorgan-EV Battery and Materials Our thoughts and share price take...-98780059.pdf
2022-10-18-JPMorgan-US Equity Strategy Earnings Update and Sentiment Insights ...-98775304.pdf
2022-10-18-LEGD.PA-Morgan Stanley-Capital Goods European Electrification Quantifying Secular...-98769922.pdf
2022-10-18-Morgan Stanley Fixed-EM Sovereign Credit Strategy Rich Cheap Watch-98778678.pdf
2022-10-18-Morgan Stanley Fixed-Global Macro Commentary October 18-98780068.pdf
2022-10-18-Morgan Stanley-Chemicals US Chemicals Agriculture Monthly Data Book-98769924.pdf
2022-10-18-Morgan Stanley-China E-Commerce Findings From Double 11 Promotion (1) - Ru...-98775083.pdf
2022-10-18-Morgan Stanley-Internet Where Are We Trading Now Let the Earnings Bell Ri...-98778194.pdf
2022-10-18-Morgan Stanley-Internet Which Online Players are Most at Risk from CTVs G...-98769950.pdf
2022-10-18-Morgan Stanley-Investor Presentation Greater China Materials-98769918.pdf
2022-10-18-Morgan Stanley-Media Entertainment, US Internet Connected TV Who Is Dis...-98769948.pdf
2022-10-18-Morgan Stanley-Thematics Venture Vision Swimming Naked-98778193.pdf
2022-10-18-RBLX.N-Morgan Stanley-Roblox Corporation Beating the Back-to-School Blues-98767843.pdf
2022-10-18-SHW.N-Morgan Stanley-Sherwin-Williams Co. Fall Contractor Survey-98769920.pdf
2022-10-18-TTD.OQ-Morgan Stanley-Trade Desk Inc The MVP of CTV, But Fairly Priced; Initiate ...-98769954.pdf
2022-10-19-JPMorgan Econ FI-US Economic Outlook slides -98793917.pdf
2022-10-19-Morgan Stanley Fixed-Asia Credit Strategy What’s Going on in Asia Credit-98790160.pdf
2022-10-20-HRMS.PA-Morgan Stanley-Hermès Off the call updating estimates-98814930.pdf
2022-10-20-HSBC-FX Tactician-The loneliness of the long-distance dollar-98817565.pdf
2022-10-20-Morgan Stanley Fixed-Global Economic Briefing Dude, Wheres My Car-98814929.pdf
2022-10-20-Morgan Stanley Fixed-Global Economics Global Inflation Monitor-98817749.pdf
2022-10-20-Morgan Stanley Fixed-Global Macro Commentary October 20-98818245.pdf
2022-10-20-Morgan Stanley Fixed-Global Macro Strategy Food for Thought Inflation-Linked M...-98818306.pdf
2022-10-20-Morgan Stanley Fixed-Global Macro Strategy UST Liquidity Cloudy Skies-98816109.pdf
2022-10-20-Morgan Stanley-China Equity Strategy A-share Sentiment Stays Flat as Party...-98817684.pdf
2022-10-20-Morgan Stanley-Japan Equity Strategy 2Q23 Earnings and Capital Management ...-98817685.pdf
2022-10-20-Morgan Stanley-SA Rocks The Chinese property debate-98818092.pdf
2022-10-20-OREP.PA-Morgan Stanley-LOreal S.A A Mass vs Luxe Tug-of-War-98817520.pdf
2022-10-21-9992.HK-Morgan Stanley-China Consumer Risk Reward Update Pop Mart, Topsports, CS...-98833289.pdf
2022-10-21-DELH.NS-Morgan Stanley-Delhivery Ltd 2QF23 update surprised negatively; Lowering e...-98818517.pdf
2022-10-21-HFGG.DE-Morgan Stanley-HelloFresh SE 3Q Preview 5 things we are watching-98824148.pdf
2022-10-21-JPMorgan Econ FI-Global Fixed Income Technical Update Article about an init...-98835049.pdf
2022-10-21-JPMorgan Econ FI-United States -98835402.pdf
2022-10-21-MA.N-Morgan Stanley-Payments and Processing VMA 3Q22 Preview Resilience and O...-98824163.pdf
2022-10-21-Morgan Stanley Fixed-China Healthcare China Covid-19 Tracker – October 21, 2022-98831867.pdf
2022-10-21-Morgan Stanley Fixed-Global Macro Strategy G10 FX Chart Pack-98834057.pdf
2022-10-21-Morgan Stanley Fixed-Government Bond Auction Pipeline The Month Ahead-98832696.pdf
2022-10-21-Morgan Stanley-Aerospace Defense Flyby The Return of the Defense Buybac...-98830237.pdf
2022-10-21-Morgan Stanley-European Equity Strategy European Sector Chartbook-98820949.pdf
2022-10-21-Morgan Stanley-Investor Presentation China Hong Kong Consumer – Consumpt...-98824304.pdf
2022-10-21-Morgan Stanley-Leisure Hotels Weekend Break 976 Amazing Dispersion-98830242.pdf
2022-10-21-PERP.PA-Morgan Stanley-Pernod Ricard SA Pricing Coming Through-98832888.pdf
2022-10-21-SNAP.N-Morgan Stanley-Snap Inc. Is The Bear Case Playing Out…and Is There a Read ...-98822469.pdf
2022-10-21-WU.N-Morgan Stanley-Western Union Co Strategy Make Sense, But Competition Keeps...-98824169.pdf
2022-10-23-JPMorgan-J.P. Morgan European Internet Guidebook -98856552.pdf
2022-10-23-Morgan Stanley-Hong Kong Property Rising Interest Expense Risk to EPS and ...-98856481.pdf
2022-10-23-Morgan Stanley-The Fintech Radar Fintechs cost of living crisis using B...-98855777.pdf
2022-10-24-JPMorgan Econ FI-China September trade activity resilient exports but weak...-98865587.pdf
2022-10-24-JPMorgan Econ FI-China 3Q GDP growth beat expectations -98865854.pdf
2022-10-24-JPMorgan Econ FI-EM Asia Local Market Flows and Positioning Buyers strike ...-98868310.pdf
2022-10-24-JPMorgan-China Ecommerce September 2022 online sales tracker Still...-98860287.pdf
2022-10-24-JPMorgan-Equity Strategy FX impact on markets and sectors-98858995.pdf
2022-10-24-Morgan Stanley-Oil Gas Oil Supported, Nat Gas Under Pressure-98860481.pdf
AAPL.OQ-Morgan Stanley-Apple, Inc. F4Q22 Preview Despite Consumer Concerns, Expec...pdf
adidas (ADSGn.DE)_ Further deteriorating China traffic trends and inventory build-up across key markets drive FY22E Net Incom...(1).pdf
Airtac International Group (1590.TW)_ Seeing sign of demand recovery from the China pneumatic market in 4Q22; Buy (CL).pdf
AMZN.OQ-Morgan Stanley-Amazon.com Inc The Path to $7bn of 4Q EBIT in 1 Chart-.pdf
Anhui Honglu Steel Structure (002541.SZ)_ 3Q22 broadly in-line with continuous margin improvement and solid OCF; Buy.pdf
Asia Credit Trader_ No Reasons To Shift Away From Short End Carry(1).pdf
Australia and New Zealand Economics Analyst_ Commonwealth Budget 2022-23_ New Government Signals 'Responsible' Fiscal Repair(1).pdf
BlackRock_Global Outlook Q4 2022.pdf
BofA Global Research-High Yield Strategy Supply Demand in 2023-98829602.pdf
BofA Global Research-The Flow Show The Main Trade, the Pain Trade the Vain Tra...-98818589.pdf
BofA Global Research-The Oil Gusher #515 Oil gas taxation in the North Sea - w...-98824241.pdf
BofA Global Research-US Rates Watch Vol views – highest levels since the GFC-.pdf
BYHEALTH (300146.SZ)_ Earnings review_ in line; investing in branding and channel for growth; Buy(1).pdf
Caterpillar Inc. (CAT)_ Will CAT operating margins approach 20% in Q4_(1).pdf
Chacha Food Co. (002557.SZ)_ Earnings review_ largely in line; steady growth and margin outlook; Buy(1).pdf
China COVID-19 vaccines and treatment tracker_ Eyes on CDC 14-vaccine trial results and localization of Paxlovid_Lagevrio(1).pdf
China Industrial Indicators_ Maintained the status quo; few companies' data points improved in Sept(1).pdf
China Merchants Prop Operation (001914.SZ)_ 3Q22 broadly inline; on-track topline expansion but lower non-residential PMS mar...(1).pdf
China Property Monthly Tracker_ Property sales mom up in line with seasonality while supply side contraction continued(1).pdf
China Real Estate_ Week 42 Wrap - Property sales extended recovery wow in both primary and secondary markets(1).pdf
China Resources Beer (0291.HK)_ Plans to acquire controlling stake of Jinsha Winery; Spirits as the second growth curve(1).pdf
China Semis_ Automotive_industrial exposure underappreciated; initiate Novosense_C_Core at Buy, ASR Micro at Neutral(1).pdf
China Semis_ Product line expansion in the long-term despite near-term demand weakness; initiate on 4 stocks, Buy Vanchip(1).pdf
China Spirits Tracker_ Weak Market Sentiment on Sept Retail Data and Macro Environment(1).pdf
China Spirits_ 3Q22_ Wuliangye, Laojiao, Yanghe, Fen Wine_ Solid growth ahead of preliminary results; Divergence in customer ....pdf
China_ i reshapes Politburo Standing Committee with four new appointments; Potential equity market implications(1).pdf
Coca-Cola Co. (KO)_ Controlling what it can and executing well in a challenging environment - Strong Q3 results, but headwind...(1).pdf
Deutsche Bank-Asia Macro Strategy Notes China Policy implications from t...-.pdf
EHang (EH)_ eVTOL early entrant with expanding products_services portfolio; Initiate at Neutral(1).pdf
European Economics Analyst_ Euro Area Fiscal Policy — First Calibrate, Then Consolidate (Schnittker_Stott_Taddei)(1).pdf
European October Flash PMI Preview(1).pdf
European Views_ Entering Recession (Stehn)(1).pdf
Fosun International (0656.HK)_ A closer look into Fosun's liquidity position; Maintain Buy(1).pdf
Fosun Tourism Group (1992.HK)_ 3Q22 operational data broadly inline_ Steady improvement at Club Med. Gradual recovery at Atla...(1).pdf
G10 Inflation Monitor_ Sequential Trimmed Core Inflation Remains the Highest in the Euro Area and the UK(1).pdf
Global Clean Energy_Battery and Battery Materials_ Copper foil_ Equipment constraints to curb oversupply and sustain profitab...(1).pdf
Global Credit Trader_ The case for EUR IG(1).pdf
Global FX Trader_ Dealing with the Dominant Dollar(1).pdf
Global Macro Thoughts.pdf
Global PMI Monitor_ Sharper Declines in New Orders as US Demand Weakens and European Energy Costs Rise (Zhestkova)(1).pdf
Global Rates Trader_ A change in behavior(1).pdf
Global_ GS Economic Indicators_ UK Activity Data Sharply Diverges to the Downside from US (Kodnani)(1).pdf
Glodon Co. (002410.SZ)_ Product expansion as the new growth driver; initiate at Neutral(1).pdf
GOAL Kickstart_ Rate relief redux - still waiting for peak hawkishness and better growth momentum(1).pdf
GS SUSTAIN_ The race to a Circular Economy heats up for Autos(1).pdf
H World Group (HTHT)_ 3Q22 operating data above expectation on resilient RevPar in Sep. Mindful of potential one-off losses. ...(1).pdf
Hangzhou Robam Appliances (002508.SZ)_ 3Q22 Earnings review_ Sequential improvement from 2Q, mgmt targets further channel ref....pdf
Healthcare Pulse_ Into the Heart of Earnings Season ... _ Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hisense Home Appliances Group (000921.SZ)_ 3Q22 Earnings Review_ Beat on faster-than-expected margin recovery; reiterate Buy(1).pdf
Hyundai Motor Co. (005380.KS)_ Addressing earnings peak-out concerns with scenario analysis; maintain Buy(1).pdf
JPMorgan Econ FI-Base Metals Outlook Presentation -.pdf
JPMorgan Econ FI-Interest Rate Forecasts -98835699.pdf
JPMorgan Econ FI-Interest Rate Forecasts.pdf
JPMorgan Econ FI-US Fixed Income Overview Where are the cracks-98835689.pdf
JPMorgan-J.P. Morgan European Internet Guidebook.pdf
Kingsoft Office (688111.SS)_ 3Q22 results_ Revenue miss due to soft ToC expansion, but resilience ToB licence sale helps marg....pdf
Latin America Financial Technologies_ Payments 3Q22 preview_ profitability to remain muted(1).pdf
MakeMyTrip Ltd. (MMYT)_ Earnings preview_ Subdued topline but robust profitability; outlook strong; reiterate Buy(1).pdf
Mango Excellent Media (300413.SZ)_ Earnings review_ below expectation on weak demand; Neutral.pdf
Metals & Mining_ All About China CPC Meeting (1).pdf
Microsoft Corp. (MSFT)_ Short-term cyclical challenges present but structural long-term Microsoft Cloud strength still intact...(1).pdf
Mindcraft_ GS Research's Theme Bookshelf - Special China Edition(1).pdf
Morgan Stanley -Who's Worried about Recession.pdf
Morgan Stanley Fixed-Chinese ADRs – Short Interest.pdf
Morgan Stanley Fixed-Global Macro Commentary October 21-98835574.pdf
Morgan Stanley Fixed-Global Macro Commentary-221024.pdf
Morgan Stanley Fixed-Global Macro Strategist Hold On Loosely-98835683.pdf
Morgan Stanley Fixed-Iron ore's premium opportunity.pdf
Morgan Stanley Fixed-Morgan Stanley FX Positioning.pdf
Morgan Stanley Fixed-Morgan Stanley Global Macro Forum.pdf
Morgan Stanley Fixed-The GBI-EM Investors' Lowdown.pdf
Morgan Stanley Fixed-US Bond Futures.pdf
Morgan Stanley FixedCross-Asset Spotlight.pdf
Morgan Stanley-Asia EM Equity Strategy Upgrading AsiaEM, Korea and Taiwan...-98793755.pdf
Morgan Stanley-China Materials Building Materials The Property Completion...-98801352.pdf
Morgan Stanley-China Materials Demand Tracker No. 35-98856244.pdf
Morgan Stanley-European Equity Strategy Strategy Data Gallery-98832694.pdf
Morgan Stanley-Lithium Lithium roundtable feedback.pdf
Morgan Stanley-MLPs Midstream Energy Infrastructure Previewing 3Q Midstr...pdf
Morgan Stanley-Software 3Q22 Security VAR Survey – Leaning Into The Consol....pdf
Morgan Stanley-Three in Three Three Actionable Ideas-98856379.pdf
Navigating China Internet_ eCommerce tracker_ Sep retail goods growth +8%; softness into Oct on Covid controls(1).pdf
NFLX.OQ-Morgan Stanley-Netflix Inc And Now...The Story Begins - Remain EW-.pdf
Oil_ Distillate spike signals structural scarcity without a policy backstop(1).pdf
OLPX.OQ-Morgan Stanley-Olaplex Holdings, Inc. Large Negative Revisions with Clear ...-.pdf
Oriental Yuhong (002271.SZ)_ First Take_ 3Q22 earnings inline with GSe; operating cash outflow narrowed; Buy (on CL).pdf
Petpal Pet Nutrition Technology (300673.SZ)_ Earnings Review_ Net profit beat but GPM missed; domestic business expanding; Ne...(1).pdf
Puma (PUMG.DE)_ Good top-line growth, albeit industry has elevated inventory position (notably in apparel) with greater promo...(1).pdf
QuakeSafe Technologies (300767.SZ)_ 3Q earnings recovered from a low base but new orders remained qoq flattish; Neutral.pdf
Real Asset Investing_ Navigating commodities in micro and macro cross-currents (1).pdf
Reliance Industries (RELI.BO)_ Earnings Review_ Well-positioned in a tough macro environment; remain Buy (on CL)(1).pdf
Samsung Electronics (005930.KS)_ Earnings Review_ 3Q22 inline with expectations_ Continue to expect limited 2023 memory bit p....pdf
Samsung SDI Co. (006400.KS)_ Earnings Review_ 3Q22 above expectations_ favorable battery pricing leading to another record qu...(1).pdf
Shopify Inc. (SHOP)_ Business shows stability with emphasis on company-specific drivers .pdf
Songcheng Performance (300144.SZ)_ 3Q22 results above expectation on effective cost control despite project suspension amid v...(1).pdf
Sustainable investing_Sustainable Investing Perspectives Drought and your phone, forced labor, and food security, 11 October 2022.pdf
The 720_ China Party Congress, China Semis, RIL_ICICI_Kotak Results, AU Strategy, Bridgestone (add to CL)(1).pdf
Treasury Wine Estates Ltd. (TWE.AX)_ Asia distribution deep dive and US FFV boost confidence of sustainable quality growth; u...(1).pdf
UBS Economics-APAC Economic Perspectives _Hong Kongs 2022 Policy Address...-98793994.pdf
UBS Economics-Global Economic Forecast Database _UBS forecasts - changes t...-98791317.pdf
UBS Economics-Latin American Economic Comment _Latin American Week Ahead, ...-98834396.pdf
UBS Economics-US Economic Perspectives _QT likely to end next year, in 202...-98804876.pdf
UBS Economics-US Economic Perspectives _US Inflation Monthly CPI lags mar...-98775397.pdf
UBS Equities-China Basic Materials _Too early for a turnaround_ Wang-98829894.pdf
UBS Equities-Global Oil Monthly Agency Data Snapshot _Oil balance in jeo....pdf
UBS Equities-Global Strategy _Positioning for earnings amid high macro ri....pdf
UBS Equities-Global Strategy _What happens to EM when the Fed stops tight...pdf
UBS Equities-Midstream Hydrocarbon Express _Earnings Heating Up_ Reynolds-98835148.pdf
UBS Equities-UBS Event Calendar _Upcoming Stocks Events_ Guesnon-98790779.pdf
UBS Equities-US Equity Strategy _Midterm elections assessing potential i....pdf
UBS Fixed Income-Global Rates Strategy _Same themes, different markets_ Eagel.pdf
UBS Fixed Income-Global Rates Strategy _Trades We Like_ Cloherty-98829545.pdf
US Credit Alpha.pdf
US Economics Analyst_ Labor Market Rebalancing and the Wage Growth Outlook_ An Industry-Level View (Briggs)(1).pdf
US Equity Views_ More capex and R&D, fewer buybacks_ Updating our S&P 500 use of cash forecasts(1).pdf
Winning Health (300253.SZ)_ 3Q22 results_ growth awaits more visibility on healthcare sector recovery; Neutral(1).pdf
Wolfspeed Inc. (WOLF)_ Buy the dip; near-term hiccup disappointing, but long-term strategy and opportunity intact(1).pdf
Xiaomi Corp. (1810.HK)_ Redmi Note12 series release to boost Singles’ Day GMV; 3Q22 shipments largely in line despite softer ...(1).pdf
Yonyou (600588.SS)_ 3Q22 results_ revenue beats on product upgrade while margin recovery awaits; Buy(1).pdf
YTO Express Group (600233.SS)_ NDR highlights_ Stable pricing into peak season; partnership with Douyin; Buy(1).pdf
Zhejiang Meida Industrial Co Ltd. (002677.SZ)_ 3Q22 Earnings Review_ Dual-pressure from demand and competition; Sell.pdf
Zijin Mining (2899.HK)_ Earnings Review_ 3Q22 mostly inline; continued accelerated acquisition; Buy (CL) on Zijin-H(1).pdf
ZWSOFT (688083.SS)_ Cloud 2D_3D CAD product launch; cloud-native architecture and design coordination to improve efficiency; Buy(1).pdf
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