海外研报

Ratings and Target Price Changes - July 26, 2024 as of 5:30 AM ET

Macro/Globaln European Economics Analyst, Moberly: BoE Preview—A Narrow Majority for aFirst Cut

1H/2Q-24 Earnings Tracker: Earnings Fail to Impress

More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become

Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Mapletree Industrial Trust

DDiivveerrssiififieedd ““nneeww eeccoonnoommyy”” llaannddlloorrdd wwiitthh aa ddaattaa--cceenntteerr ssppiinn.. Mapletree Industrial Trust ("MINT") is one of Singapore's largest

Global Economic Weekly Patience is a virtue

Global Letter: Patience is a virtueMajor central banks to meet next week. We expect the Fed to remain on hold, the BOJ

End of Week Market Intelligence: topsy...

... turvy...The sense of trepidation that picked up last week across the Tech tape, especially,has generally continued throughout this week (the NASDAQ Composite index is

Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro

Yanlord Land Group Ltd

Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end and luxury residential developments. The company has recently started to move towards

Mutual funds modestly reduce China exposure in June

Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling