海外研报

Asia Fund Manager Survey

Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third

Interest Rates Daily

Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we

Energy, Utilities & Mining Pulse: Investors Asking: Of the Stocks that Lagged in 1H,

What is a stock that was a 1H laggard, where we see the potential for thisto be a 2H leader — and why? Cheniere Energy (LNG) lagged 1H24 (+2% vs

Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)

Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the

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

European Contextual Diary The Week Ahead

Danske Bank (Buy, PT DKr244) to report Q2 2024 Results on 19 JulFollowing the recent positive profit warn by Danske, we expect a small reversal in credit

Won’t be as easy next time

In a rare display of steadiness, yesterday’s packed calendar went mostly according to expectation, which is a welcome change after the past six weeks. The ECB left

Grab Holdings Ltd

A r.. Grab Holdings (GRAB) is the Southeast Asian market leaderin delivery and mobility services. It also offers digital financial services (fintech) and has partnered

Big sales of Financials stocks as earnings season kicks off

Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous

Embracing Demographic Transition

Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary