How Much of Your Portfolio Should Be in International Stocks?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 04 2025
0mins
Source: WSJ
Overseas Stocks Performance: After lagging behind U.S. stock markets since the 2008-09 financial crisis, international stocks have recently started to outperform, prompting investors to reconsider their portfolio allocations.
Investor Focus on Domestic Stocks: Many investors have historically prioritized U.S. stocks due to better performance over the past 15 years and the predominant media coverage of major U.S. indexes like the Dow Jones and S&P 500.
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Analyst Views on SAN
Wall Street analysts forecast SAN stock price to fall
2 Analyst Rating
0 Buy
1 Hold
1 Sell
Moderate Sell
Current: 10.900
Low
4.90
Averages
7.40
High
9.91
Current: 10.900
Low
4.90
Averages
7.40
High
9.91
About SAN
Banco Santander SA is a Spain-based company primarily engaged in retail and commercial banking. The Company operates through a model focused on personal and business banking, with significant operations in Europe, Latin America, and the United States. Its strategy emphasizes sustainable growth supported by customer centric operations, digital transformation, capital discipline, and a risk management framework. The Company leads an international network of subsidiaries offering the following services: retail banking, commercial banking, corporate and investment banking, wealth management, insurance, digital payments, capital markets services, advisory, risk‑management solutions, and structured finance.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Clinical Trial Results: In the LIBERTY-BP-ADEPT study, 18% of Dupixent patients achieved sustained remission at Week 36, compared to only 4% in the placebo group (p=0.0250), demonstrating its superior efficacy in treating BP.
- Safety Data: Among Dupixent patients, 26% reported treatment-related adverse events, with conjunctivitis being the most common at 4%, indicating a need for ongoing monitoring of the risk-benefit profile.
- Market Potential: This approval represents the seventh indication for Dupixent in Japan, which is expected to further enhance its acceptance in over 60 countries globally, strengthening the company's competitive position in the immunotherapy market.
See More
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- Clinical Trial Results: Dupixent (dupilumab) has been approved in Japan for the treatment of moderate-to-severe bullous pemphigoid (BP), based on the LIBERTY-BP-ADEPT Phase 2/3 trial results, which showed that 18% of patients on Dupixent achieved sustained remission at Week 36, significantly higher than the 4% in the placebo group (p=0.0250), indicating its potential to improve patient quality of life.
- Safety Profile Analysis: In the Dupixent group, 26% of patients reported treatment-related adverse events (AEs), compared to 15% in the placebo group, with conjunctivitis being the most common AE at 4%, highlighting the need for careful monitoring of patient safety and adverse reaction management during broader use.
- Market Expansion Opportunities: The approval of Dupixent in Japan marks its seventh indication, adding to its existing approvals for atopic dermatitis, asthma, and others, which presents new growth opportunities for Regeneron and Sanofi in the Japanese market, likely attracting more patients to its use.
- Global Impact: Dupixent is now approved in over 60 countries, with more than 1.4 million patients treated globally, demonstrating its extensive application potential worldwide and further solidifying Regeneron's leadership position in the biopharmaceutical sector.
See More
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- Investigation Launched: Pomerantz LLP is investigating claims against Santander Bank and its executives for potential securities fraud and other unlawful business practices, aiming to protect investor rights and pursue legal accountability.
- Market Reaction: Following the collapse of UK mortgage provider Market Financial Solutions, Santander's American Depositary Shares (ADS) fell by 7.57% over two trading sessions, raising concerns about potential losses for the bank.
- Industry Impact: This incident has triggered warnings about broader risks in the private credit industry, undermining market confidence in Santander and potentially affecting its future financing capabilities and investor trust.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of history, is dedicated to advocating for victims of securities fraud, indicating that this case may lead to wider legal actions.
See More
DORAL RENEWABLES: MUFG LEADS DEBT SYNDICATE INCLUDING SANTANDER, HSBC, ALLY, AND IDB
Partnership Announcement: Doral Renewables has been appointed as the lead arranger for a financing deal involving multiple partners including Santander, HSBC, and others.
Debt Providers Involved: The arrangement includes a syndicate of debt providers, indicating a collaborative effort to support renewable energy projects.
See More
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- Clinical Trial Results: Dupixent (dupilumab) has been approved in Japan for the treatment of moderate-to-severe bullous pemphigoid (BP), based on the LIBERTY-BP-ADEPT Phase 2/3 trial results, which showed that 18% of Dupixent patients achieved sustained disease remission at Week 36, significantly higher than the 4% in the placebo group (p=0.0250), indicating its potential to improve patient quality of life.
- Safety Analysis: In the Dupixent group, 26% of patients experienced treatment-related adverse events (AEs), compared to 15% in the placebo group, with conjunctivitis being the most common AE at 4%, highlighting the need for careful safety management in clinical applications.
- Market Expansion: This approval marks the seventh indication for Dupixent in Japan, where it is also approved for atopic dermatitis, asthma, and other conditions, demonstrating its broad market applicability and further solidifying Regeneron and Sanofi's leadership in the immunotherapy space.
- Innovative Treatment Regimen: Dupixent is administered via subcutaneous injection every two weeks, in conjunction with standard oral corticosteroid (OCS) therapy, effectively controlling BP symptoms, which is expected to provide patients with more flexible treatment options, enhancing adherence and therapeutic outcomes.
See More
Dupixent Approved in Japan for Bullous Pemphigoid Treatment
- Approval in Japan: Dupixent (dupilumab) has been granted marketing authorization by Japan's Ministry of Health, Labour and Welfare as the first targeted therapy for adults with moderate-to-severe bullous pemphigoid (BP), marking a significant advancement in the dermatology sector.
- Clinical Trial Results: In the LIBERTY-BP-ADEPT study, 18% of Dupixent patients achieved sustained remission at Week 36, compared to only 4% in the placebo group (p=0.0250), demonstrating its superior efficacy in treating BP.
- Safety Data: Among Dupixent patients, 26% reported treatment-related adverse events, with conjunctivitis being the most common at 4%, indicating a need for ongoing monitoring of the risk-benefit profile.
- Market Potential: This approval represents the seventh indication for Dupixent in Japan, which is expected to further enhance its acceptance in over 60 countries globally, strengthening the company's competitive position in the immunotherapy market.
See More
Dupixent Approved in Japan for Bullous Pemphigoid Treatment
- Clinical Trial Results: Dupixent (dupilumab) has been approved in Japan for the treatment of moderate-to-severe bullous pemphigoid (BP), based on the LIBERTY-BP-ADEPT Phase 2/3 trial results, which showed that 18% of patients on Dupixent achieved sustained remission at Week 36, significantly higher than the 4% in the placebo group (p=0.0250), indicating its potential to improve patient quality of life.
- Safety Profile Analysis: In the Dupixent group, 26% of patients reported treatment-related adverse events (AEs), compared to 15% in the placebo group, with conjunctivitis being the most common AE at 4%, highlighting the need for careful monitoring of patient safety and adverse reaction management during broader use.
- Market Expansion Opportunities: The approval of Dupixent in Japan marks its seventh indication, adding to its existing approvals for atopic dermatitis, asthma, and others, which presents new growth opportunities for Regeneron and Sanofi in the Japanese market, likely attracting more patients to its use.
- Global Impact: Dupixent is now approved in over 60 countries, with more than 1.4 million patients treated globally, demonstrating its extensive application potential worldwide and further solidifying Regeneron's leadership position in the biopharmaceutical sector.
See More
Latest Ratings and Price Target Changes on Wall Street
- Apple Rating Reiterated: Bank of America reiterates its buy rating on Apple, lowering its price target from $325 to $320, yet remains optimistic about the foldable iPhone in 2026, which is expected to drive future sales growth.
- Cemex Upgraded to Overweight: Morgan Stanley upgrades Cemex from equal weight to overweight, highlighting the company's leading position in margin protection and a robust balance sheet that supports future growth prospects.
- Nvidia Maintains Outperform Rating: Bernstein reiterates its outperform rating on Nvidia, asserting that the datacenter opportunity is enormous and still in its early stages, with significant upside potential ahead.
- Cheniere Energy Upgraded to Overweight: Morgan Stanley upgrades Cheniere Energy, citing its largely contracted portfolio that provides stable cash flows and better margins and growth prospects in the LNG market.
See More
