Goldman Sachs·2026-05-29SectorJapan Machinery: Automation: Trade statistics: April 2026 robot Robodrill volume inferred from customs data6954.T
Goldman Sachs·2026-05-29StrategyINDIA WEEKLY KICKSTART: NIFTY closed flat in a short trading week; IMD cut monsoon outlook to 90% of normal; Full year CY26 EPS cuts coming through despite strong 1Q results; Market pulse check
Goldman Sachs·2026-05-28SectorJapan Technology: Hardware -Electronic Components: April MOF trade data: MLCC trend of rising ASP and volume continues; Buy 3 names6762.T6976.T6981.T
Goldman Sachs·2026-05-28SectorSmall Cap Snippets: Wagners (WGN; NC),Favorable industry dynamics supporting growth
Goldman Sachs·2026-05-28SectorChina Healthcare: ASCO 2026 Preview for China Pharma Biotech: Takeaways from abstracts
Goldman Sachs·2026-05-28SectorJAPAN ELECTRONICS SEMICONDUCTORS TOPPAN DNP earnings update: Reaffirming our positive view on MTPs; current share prices look low at less than 1X P B7911.T7912.T
Goldman Sachs·2026-05-28SectorCHINA & KOREA DEVICE AND SERVICES Investor Feedback: positioning turns more selective Post-1Q, awaiting 2Q confirmation for execution and margin delivery
Goldman Sachs·2026-05-28SectorChina Smartphones: Apr shipments +12% YoY +25% MoM; 2Q memory cost pressures remained
Goldman Sachs·2026-05-28SectorJAPAN MACHINERY: Prefer stocks positioned beyond peak cycle on AI Capex tailwind; Keyence THK up to Buy Neutral, SMC down to Neutral6273.T6481.T6861.T
Goldman Sachs·2026-05-28SectorASX MedTech: Framing the sector from a top down perspectiveCOH.AXFPH.AXRMD.AX
Goldman Sachs·2026-05-28SectorChina Consumer Staples Value retailers: Addressing key investor questions on recent competition;Reiterate Buy on Busy Ming Wanchen
Goldman Sachs·2026-05-28SectorChina Metals & Mining: China coal sector-assessing potential impact to industry production and prices post recent accident
Goldman Sachs·2026-05-28SectorJapan Industrial Electronics: April MOF data (optical fiber cable): Notable rise in ASP; Furukawa Electric’s new Mie plant contributing5801.T
Goldman Sachs·2026-05-27MacroGlobal Markets Daily: The Energy Shock Impact on Foreign Official Treasury Demand
Goldman Sachs·2026-05-27SectorCHINA DAIRY: Navigating the S D inflection and IMF divergence; Buy Mengniu Yili on attractive risk reward2319.HK600887.SH
Goldman Sachs·2026-05-27SectorHealthcare: Medical Technology: Digging out — charting path to sector turnaround
Goldman Sachs·2026-05-27SectorASIA PACIFIC BANKS: Riding Asia’s liquidity wave II; Momentum continues to build