Goldman Sachs·2026-06-23SectorJapan Shipbuilding: Abundant catalysts to buoy the medium-term earnings outlook, we remain bullish on sector stocks7003.T7014.T
Goldman Sachs·2026-06-23SectorCHINA SPIRITS: Accelerated destocking and healthier inventories, but awaiting clear broad-based demand recovery; Upgrade King’s Luck Gujing to Buy on risk reward000596.SZ603369.SH
Goldman Sachs·2026-06-23MacroOIL ANALYST: High Product Margins for Longer; Smaller Downside Risks Than for Crude Prices
Goldman Sachs·2026-06-22MacroAsia Economics Analyst: Food inflation in ASEAN-When oil shock meets El Ni-o
Goldman Sachs·2026-06-22SectorChina Spirits Tracker: Dragon Boat Festival sell-through lapping low base but demand remained polarized across pricing tier; More resilient600519.SH
Goldman Sachs·2026-06-22SectorCHINA CONSUMER DURABLES: APPLIANCE TRACKER,May 2026: Still weak domestic demand yet base will ease into June, 618 in focus; exports sequentially improved000333.SZ000651.SZ
Goldman Sachs·2026-06-22MacroTRACKING U.S. SUPPLY CHAIN CONGESTION GS Supply Chain Congestion Scale: June 22nd; Index Lower W W, Bottleneck Scale Unchanged at ‘2’
Goldman Sachs·2026-06-22SectorINDIA CABLES & WIRES EMS: Input inflation to drive improved revenue growth in Q1 for C&W and EMSKEI.NSPOLYCAB.NS
Goldman Sachs·2026-06-22SectorEurope Energy: Oil Services,The AI and Digital transformation in Oil & Gas: time to market, cost curve and oil service beneficiariesTGS.OLVK.PA
Goldman Sachs·2026-06-22SectorAMERICAS TECHNOLOGY: HARDWARE,Traditional & accelerated servers: An industry primerDELLSMCI
Goldman Sachs·2026-06-22MacroSouth Korea: Acceleration in Early June Exports, Boosting the Trade Surplus to a Record high
Goldman Sachs·2026-06-22MacroGlobal: GS Economic Indicators Update: Financial Conditions Continue to Ease in South Korea
Goldman Sachs·2026-06-22StrategyGlobal Weekly Kickstart: Global equities extend gains as Middle East de-escalation continues
Goldman Sachs·2026-06-22SectorEuropean Chemicals: Key Takeaways from ICIS European Association of Chemical Distributors Virtual Roundtable
Goldman Sachs·2026-06-22SectorChina Cosmetics: 618 pulse check: Expert call takeaways: sound growth, more subsidies promotion supports and stable channel spending; leading local MNCs ahead1318.HK
Goldman Sachs·2026-06-22Sector10 Industry Themes for 2026 & Focus Stocks Going Forward (Mid-Year Update)AMZNMETA
Goldman Sachs·2026-06-22MacroPower Tracker: US Markets Tightening Into Summer, Only Marginally Eased by Coal Power Policy
Goldman Sachs·2026-06-22SectorChina Consumer Durables: EU anti-dumping investigation on Chinese RLMs to continue but not imposing provisional duties at this time689009.SH