海外研报
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AI: four scenarios-Special
Summary The economic implications of the AI revolution are uncertain. It may take a decade or two
海外研报
2024年08月24日
Earnings Season Monitor – 2Q24 Final Take
With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a
海外研报
2024年08月24日
US: POST-ELECTION ENERGY CONUNDRUM
Whether Trump or Harris, the next President faces an uphill battle in unlocking new energy supplies, especially if the focus is on cutting inflation
海外研报
2024年08月24日
Currency and gold watch
Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but
海外研报
2024年08月24日
Reasons behind global stock market plunge, implications of strong dollar for US election
Global stock markets fell sharply at the beginning of August, with Japanese stocks experiencing the steepest drop. Although I was not among those who were able to
海外研报
2024年08月24日
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
