Goldman Sachs·2026-06-27SectorChina Smartphones: May shipments+19% YoY +7% MoM; High memory costs weigh on demand2018.HK2317.TW
Goldman Sachs·2026-06-27StrategyEM ASIA FX RATES VIEWS: We recommend going long INR 30Y bonds on improving macro backdrop, recent RBI FX measures and likely Global Agg Index inclusion
Goldman Sachs·2026-06-27StrategyCHINA WEEKLY KICKSTART: Offshore corrected 6% while A-shares fell 1.5%
Goldman Sachs·2026-06-27StrategyASIA-PACIFIC WEEKLY KICKSTART: MXAPJ retreated 4.5% in a volatile week, led by a sharp sell-off across cyclicals; Korea and Taiwan each recorded US$10–11bn of foreign outflows
Goldman Sachs·2026-06-26SectorUS TELECOM SERVICES AND INFRASTRUCTURE Assuming towers coverage: Focus on asset quality, Buy organic growth leader AMT; Neutral CCI & SBACAMT.USCCI.USSBAC.US
Goldman Sachs·2026-06-26SectorChina Banks: Questions Arising from Strengthened Tax Supervision on BOC: Effective Tax Rate and Liquidity3988.HK
Goldman Sachs·2026-06-26StrategyINDIA WEEKLY KICKSTART: NIFTY closed flat w w amid weak markets globally; Modest FII inflows continued; Monsoon tracking 40% below normal; ‘Super’ El Ni-o a likely headwind for Indian equities
Goldman Sachs·2026-06-26StrategyKOREA WEEKLY KICKSTART KOSPI declined by 7% amid VKOSPI rising to the highest level despite strong earnings release by Micron Technology
Goldman Sachs·2026-06-26StrategyEM WEEKLY KICKSTART MSCI EM fell 4% amid a sell-off in tech globally; Heavy foreign selling led by North Asia; 1H Performance Recap
Goldman Sachs·2026-06-26SectorEnergy, Utilities & Mining Pulse: Investors Asking: What Is One High Conviction Theme and Stock Call As We Position for 3Q26?VLO.US
Goldman Sachs·2026-06-26SectorEurope Wind Manufacturers: US orders continue to progress, adding upside risk to profit outlookVWS.CO
Goldman Sachs·2026-06-26StrategyJAPAN WEEKLY KICKSTART 17 strategic sectors announcement; 40% of household assets target for stocks, investment trusts and bonds
Goldman Sachs·2026-06-26SectorJapan Machinery: Automation: Robot Robodrill May 2026 volume trends6506.T6954.T