Bernstein·2026-06-10SectorUS Industrials & Tech: The Data Center Project Pipeline-Capacity, Construction & Cancellations (May '26)ETNVRT
Goldman Sachs·2026-06-10SectorChina Healthcare: May 2026 China hospital equipment bidding: Single-month bidding value marginally turned positive yoy300760.SZ
Morgan Stanley·2026-06-10SectorGreater China Technology Hardware - Asia Pacific-Power Solutions – Our Thoughts on Rumored 800V DC Delay2308.TW
Nomura·2026-06-10MacroAsia rewired: Geopolitical transition, the China shock and the AI revolution are reshaping Asia’s economies. We discuss the macro impact and investment opportunities
Morgan Stanley·2026-06-10SectorGreater China Technology Semiconductors Thoughts on Investor Concerns Regarding CPO2330.TW
Goldman Sachs·2026-06-10SectorGlobal Metals & Mining: BHP RIO,Resolution copper project; -500ktpa of US copper, potentially worth US$20-25bn including synergies with Bingham smelterBHP.AXRIO.AX
Deutsche Bank·2026-06-10MacroChina Macro: Inflation monitor: PPI pass-through continues; CPI points to softer demand
Goldman Sachs·2026-06-10MacroJapan Economic Flash: BOJ June MPM Review: We Expect a Rate Hike in June, Followed by Roughly Semi-annual Hikes
Barclays·2026-06-10SectorIT Hardware and Communications Equipment: Campus Networking Model Update; Growth NormalizingANETCSCOHPE
Bernstein·2026-06-10SectorGlobal Metals & Mining Copper Long View: Three misconceptions around data centers and copperFCX
Nomura·2026-06-10SectorWire & cable: Optical devices,InP substrate supply-demand tightens further on buoyant demand5016.TSUMIELEC
Bernstein·2026-06-10SectorIndia Capital Markets & Insurance Indian Capital Markets: Net flows into mutual funds soften more than expectations; SIPs hold up, but we are on a clockHDFCAMC.NSICICIAMC.NSNAM-INDIA.NS
Goldman Sachs·2026-06-10SectorGlobal Healthcare: 47th Annual Global Healthcare Conference — Notes from GS Investment Banker Panel