Nomura·2026-06-18SectorChina advanced manufacturing tour: Takeaways from Unitree visit ahead of its listing601689.SH
Bernstein·2026-06-18SectorGlobal Luxury Goods: May Swiss watch exports - Base effects drive rebound; underlying recovery remains gradual and fragileCFR.SWUHR.SW
Nomura·2026-06-18SectorChina advanced manufacturing tour: Takeaways from DEEP Robotics visit601689.SH
Morgan Stanley·2026-06-18SectorGreater China Semiconductors: Power Semis – Supply Driven Upcycle300373.SZ600460.SH688396.SH
Bernstein·2026-06-18SectorGlobal Capital Goods Powering AI: Mapping the gas turbine supply stack - a unified approachENR.DEGEV
Goldman Sachs·2026-06-18StrategyGLOBAL CREDIT TRADER: Credit Spread Dispersion: A Tale of Two Markets
Nomura·2026-06-17MacroAsia Insights: BI and RBI continued to drain their FX reserves aggressively in May
Goldman Sachs·2026-06-17MacroGlobal Economics Comment: Spending Headwinds Still to Come on Both Sides of the Pond
UBS·2026-06-17StrategyChina Equity Strategy Crowding and unwinding: Logic, features, current status and outlook
Morgan Stanley·2026-06-17SectorChina Autos & Shared Mobility: How Market Share Reshuffled in May9868.HKNIO
Goldman Sachs·2026-06-17SectorAMERICAS TECHNOLOGY IT Spending Survey: AI momentum continues to build against a more muted broader outlookMSFT
J.P. Morgan·2026-06-17SectorSemiconductor SPE sector: Raising our 2026-27 WFE market forecastsADVANTESTTOKYOEL
Bernstein·2026-06-17SectorAsia Tech Hardware: Insights from a 15-year balance sheet & cash flow analysis; Chroma ATE and Sunny Optical model update2360.TW2382.HK
Morgan Stanley·2026-06-17MacroLujiazui Forum: Opening up, high-quality growth, risk control, and proper regulation remain key focus areas
J.P. Morgan·2026-06-17SectorChina Basic Materials: May 26 NBS data remains soft; market to focus on Hormuz reopening and interest rate expectations601088.SH