海外研报

Euro Area: German Headline Inflation Beats Expectations

BOTTOM LINE: German headline HICP inflation was 2.60%yoy in July, in line withour tracking forecast and above consensus expectations of 2.5%yoy, up from

GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco

New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on

GEMs Equity Wrap-up July 2024

In July 2024, EM equities underperformed all other major regional indices, though allwere in positive territory, india contributed most positively, distantly followed by SouthAfrica, but it was majory offset by the negative performance of Taiwan

Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe

Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up