J.P. Morgan·2026-06-04SectorChina Banks: SME policy pivot -near-term AQ pain, medium-term yield recovery. Implications for banks vary0939.HK1658.HK600000.SH
J.P. Morgan·2026-06-03SectorChina Auto Industry : Highlights from BYD and Geely meetings at EU Auto ConferenceGEELYBYD
J.P. Morgan·2026-06-03SectorHong Kong Residential Property: Implications of State Council’s Regulations on Outbound Investment
J.P. Morgan·2026-06-03SectorCommunications Infrastructure REITweek 2026: EQIX and DLR Management Meeting TakeawaysDLR.USEQIX
J.P. Morgan·2026-06-03SectorSemiconductor materials: AGC semiconductor business briefing takeaways and PTFE Low-Dk glass5201.T
J.P. Morgan·2026-06-02StrategyCommodity Market Positioning & Flows: Weaker energy prices meet gold-led net outflows
J.P. Morgan·2026-06-02StrategyEM USD 10s30s Spread Curve Report: Muted Flattening Leaves EM Spread Curve Shape Intact
J.P. Morgan·2026-06-02SectorElectronic Component Sector Component Data Deposition: Storage production trends in April 2026; nearline HDDs remained strong, with no change in trend line
J.P. Morgan·2026-06-02SectorAsia Factory Automation & Robotics: FA cycle: Broader recovery, sharper differentiation— GCS takeaways and MIR 1Q26 review
J.P. Morgan·2026-06-02StrategyJapan Equity Strategy: Monthly Wrap: Widening share price and earnings gap amid AI rally: AI stocks vs non-AI stocks
J.P. Morgan·2026-06-01SectorChina Property: Developers’ May sales remain mildly down Y Y; focus on alphas (COLI, CRL, Jinmao)0688.HK0817.HK1109.HK
J.P. Morgan·2026-06-01SectorChina Battery & Materials: Two Battery Cycles: Lessons learned and investment strategy for 2H26-2027300750.SZ
J.P. Morgan·2026-06-01SectorChina Logistics, Express Parcel and Ecommerce: Global China Summit takeaways and April data: pricing power holds, ASP rises, e-commerce momentum decelerates
J.P. Morgan·2026-06-01SectorChina Metals Activity Tracker: Copper consumption slows, aluminum picks up. Mysteel analysis of China’s new rules for steel capacity replacement