UBS·2026-06-05SectorChina hotel RevPAR and airfare weekly: Midscale upper-midscale segment RevPAR +2% +6% YoY; domestic airfares+26% YoY1179.HK9961.HK
Goldman Sachs·2026-06-05StrategyEM Weekly Fund Flows Monitor: Heavy foreign selling this week (US$17bn),led by tech-heavy Korea & Taiwan; Rising retail leverage in North Asia; FTSE China Rebalancing Impact
Goldman Sachs·2026-06-05StrategyINDIA WEEKLY KICKSTART: NIFTY fell 1% w w as foreign outflows intensified; RBI unveiled a host of measures to incentivize dollar flows; Earnings cuts continue; Assessing rate hike impact on equities
Morgan Stanley·2026-06-04StrategyChina Equity Strategy: A-share Sentiment Weakened as K-Shaped Macro Picture Persists
Deutsche Bank·2026-06-04MacroUS Economic Perspectives: May Beige Book pinpoints rising price pressures
Goldman Sachs·2026-06-04SectorCHINA CONSUMER STAPLES: May Check-in: Sequential softness on unfavorable weather consumption sentiment; beer under pressure dairy more resilient; Value retailers accelerating store openings
BofA Securities·2026-06-04SectorUtilities - HK China (H A): Power up with El Ni-o hot summer? Upgrade CGN Power to Buy1816.HK
Bernstein·2026-06-04SectorIndia Industrials and Infrastructure: Electric India: Data-Centers -The asset heavy play in the DC story shaping up in India...
Goldman Sachs·2026-06-04SectorEUROPE METALS & MINING Lifting Copper Prices on Ex-US Tightness Ahead of US Tariff Catalyst. Buy LUN, ANTO.ANTO.LLUN.TO
Bernstein·2026-06-04SectorAsia Tech Hardware & Semi: key takeaways from the 2026 Taipei Computex2308.TW
J.P. Morgan·2026-06-04SectorChina Healthcare: BINSA bill a geopolitical overhang, but impact on fundamentals is limited2269.HK2359.HK