Goldman Sachs·2026-06-05SectorJapan Technology: IT Services: NC company results read-across (5) (manufacturing automotive): Systena, Argo Graphics, DIT2317.T
Goldman Sachs·2026-06-05SectorAmericas Clean Energy: Nuclear: Read-across from SOLS nuclear webinarUEC
Goldman Sachs·2026-06-05StrategyKOREA WEEKLY KICKSTART KOSPI declined by 4% amid KRW weakness and the slump in Wall Street tech names
Goldman Sachs·2026-06-05SectorHK Banks & Insurance: Addressing frequently asked questions on the latest regulatory announcements
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
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
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
Goldman Sachs·2026-06-04MacroGlobal Markets Daily: Japanese Repatriation Flows—What Matters Most for the Yen
Goldman Sachs·2026-06-04SectorEnergy, Utilities & Mining Pulse: Investors Asking: What Are Key Debates in Natural Resources from Here?
Goldman Sachs·2026-06-04StrategyASIA INDEX STRATEGY: FTSE China Index Series Review and Flow Implications (June 2026)
Goldman Sachs·2026-06-04SectorJapan IT Services: NC company results read-across (4) consulting cloud: Future, SIGMAXYZ, Comture
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
Goldman Sachs·2026-06-04MacroHOUSING AND MORTGAGE MONITOR: Manufacturing a solution to the housing shortage
Goldman Sachs·2026-06-04StrategyBalancing micro tailwinds and macro headwinds—narrow growth optimism vs. rates pressures
Goldman Sachs·2026-06-03SectorKaori (8996.TWO, NC): Computex 2026: Liquid cooling expansion to Sidecar and in-row CDU