Goldman Sachs·2026-06-08SectorJAPAN ELECTRONIC COMPONENTS SEMICONDUCTORS: Potential onset of one of the largest cycles in history; remain bullish on Murata Taiyo Yuden Renesas Ibiden, Rohm up to Buy, downgrade Nitto Denko JAE6963.T6976.T6981.T
Goldman Sachs·2026-06-07SectorAmericas Technology: Semiconductors: SIA data shows broadly above-seasonal trends in AprilMUNVDA
Goldman Sachs·2026-06-07StrategyFTSE Global Equity Index Series Rebalancing Review and Flow Implications (June 2026)-Final Update
Goldman Sachs·2026-06-07MacroChina FX Rates Monitor: The Policy Anchor Behind a Stronger CNY and Lower Rates
Goldman Sachs·2026-06-06StrategyASIA INDEX STRATEGY: S&P ASX Indices Rebalancing Review and Flow Implications (June 2026)
Goldman Sachs·2026-06-06StrategyChina Weekly Kickstart: MXCN flat while A-shares lost 1.5%. We moderated our view on MXCN to MW but stay OW A shares; Mixed PMIs in May
Goldman Sachs·2026-06-06StrategyAsia Index Strategy: FTSE Taiwan Index Series Review and Flow Implications (June 2026)
Goldman Sachs·2026-06-05SectorJapan Chemicals Specialty Price target and earnings revisions3436.T4063.T
Goldman Sachs·2026-06-05StrategyJapan Weekly Kickstart: Unequal equities; S&P vs TPX PE premium trends; NT ratio at ATHs
Goldman Sachs·2026-06-05SectorGlobal Healthcare: The Obesity Evolution: Framing global AOM peptide manufacturing capacity and implications for the branded generic marketsLLYNOVO-B.CO
Goldman Sachs·2026-06-05StrategyCONNECTING THE DOTS: Conviction List, bringing a different lens to AI and TGS plus key research
Goldman Sachs·2026-06-05MacroASIA IN FOCUS: Cost of China’s Retail Fuel Price Management Modest and Sustainable