海外研报
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We fine-tuned our EPS growth estimates post 2Q results; FIIs turned net buyers this week
Performance: NIFTY closed 1% higher w/w. Metals led(+3%), while Real Estate lagged (-3%).
海外研报
2024年08月24日
European 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 Barclays Live.
海外研报
2024年08月24日
The Flying DutchmanIndia: What can go wrong?
What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from
海外研报
2024年08月24日
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
海外研报
2024年08月24日
Limited impact from roadmap delays, but less pricing power upside in FY26
Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook
海外研报
2024年08月24日
August HICP preview: target approaching
We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In
海外研报
2024年08月24日
Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月24日
GS TWIG Notes: This Week in Global Research - August 23, 2024
Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on
海外研报
2024年08月24日
Asia Macro Weekly
Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the
海外研报
2024年08月24日
