海外研报

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

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

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

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