Goldman Sachs·2026-06-04SectorAustralia Metals & Mining: Gold,Equities face moderating near-term margins, though forward valuations supportive; Assessing stock relativity under gold price scenarios; CMM down EVN up to NeutralCMM.AXEVN.AX
J.P. Morgan·2026-06-04StrategyAsia Equity Strategy: Positioning Looks Stretched Only in Isolated Pockets So Far
J.P. Morgan·2026-06-04SectorChina Securities: Monthly bulletin: Operating trends strengthened across the board with a record high ADT of Rmb3.2trn2611.HK
HSBC·2026-06-04SectorKorea EV ESS Battery: ESS pull and EV bottoming; brace for upside catalysts006400.KS373220.KS
Morgan Stanley·2026-06-04StrategyAsia Summer School: Asia EM Equity Strategy – Integrating Near-Term Views and Longer-Term Themes
J.P. Morgan·2026-06-04SectorChina Lithium Dashboard: Near-term newsflow adds pressure to lithium sector
Goldman Sachs·2026-06-04MacroHOUSING AND MORTGAGE MONITOR: Manufacturing a solution to the housing shortage
Bernstein·2026-06-04SectorAsia-Pacific Oil & Gas: Bernstein Energy: 95 days in. Why have oil prices not risen more?
J.P. Morgan·2026-06-04SectorAsia Energy: 2026 Global China Summit: $20 bbl upside per month of Hormuz delay? AI driving electronic materials demand boost
Goldman Sachs·2026-06-04StrategyBalancing micro tailwinds and macro headwinds—narrow growth optimism vs. rates pressures
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
Goldman Sachs·2026-06-03SectorKaori (8996.TWO, NC): Computex 2026: Liquid cooling expansion to Sidecar and in-row CDU
Bernstein·2026-06-03SectorChina Pharma & Biotech: ASCO 2026 Part 3-Summary (for when fundamentals begin to matter again)
J.P. Morgan·2026-06-03SectorChina Auto Industry : Highlights from BYD and Geely meetings at EU Auto ConferenceGEELYBYD