海外研报
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New Candidate, Same Implications
To project the impact of elections on the markets, we typically frame scenarios. But we could never have dreamed up the truly wild month we just went
海外研报
2024年07月29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01日
Market Intelligence: US Morning Update
Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
海外研报
2024年08月09日
Global Markets Daily: China Oil Demand: A Tale of Micro and Macro Softness (Grigsby/Struyven)
We dig deeper into the recent weakness in China oil demand and its implicationsfor the Chinese economy and oil prices by analyzing China micro and macro
海外研报
2024年08月21日
Budget - Fiscal prudence through reduced capex
The first budget of the newly elected government has chosen to maintain a conservative fiscal approach, despite President-elect Prabowo Subianto suggesting a departure from
海外研报
2024年08月24日
