Supply Shocks from the War in Iran Are Mostly Limited to Energy
Goldman Sachs2026-03-3112 页
Australia Metals & Mining: Gold - Equities face moderating near-term margins, though forward valuations supportive; Assessing stock relativity under gold price scenarios; CMM down/EVN up to Neutral
Japan Technology: IT Services - Sector investment strategy/overseas earnings: Focus on 4 major system integrators' MTPs; earnings outlook solid even with AI disruption