Goldman Sachs SELL

EM Weekly Kickstart MSCI EM closed 1 higher in a volatile week

Jul 24, 202625 pages

From the report报告摘录EM Earnings Beat Amid Geopolitical Tensions: 2Q EM earnings beat by +3% median surprise; North Asia (Korea/Taiwan) led with 220% EPS growth, but US-Iran escalation pushed Brent Crude to $100/bbl, causing oil-sensitive…

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