海外研报

Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech

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

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

Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing

Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now

Investor Sentiment: Risk-Love A binary call

Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from