J.P. Morgan·2026-07-05SectorIndonesia Consumer: Navigating the sector through tough timesAMRT.JKICBP.JKINDF.JKMAPI.JK
J.P. Morgan·2026-07-03SectorChina Battery & Materials: CATL keeps charging ahead of peers; July battery production remains solid300750.SZ
J.P. Morgan·2026-07-03SectorChina Tanker Shipping: China delays, not derails, the bull case1138.HK600026.SH
J.P. Morgan·2026-07-02SectorUS Monthly (June): Despite concerns about high gasoline prices, demand remains solid
J.P. Morgan·2026-07-02SectorChina Internet Cheap is acknowledged; urgency still needs proofTENCENT9988.HK
J.P. Morgan·2026-07-01SectorElectronic Component Sector: Component Data Deposition: Storage production trends in May 2026; nearline HDD and enterprise data center SSD capacity growth continues
J.P. Morgan·2026-07-01SectorHardware & Networking Data Center Watch: AI Demand Supported as LLM Usage and GPU Pricing Climb; Meanwhile, Memory Spot Prices Diverge
J.P. Morgan·2026-07-01SectorChina Property: Developers’ sales stayed mildly negative Y Y in June; COLI remains YTD outperformer0688.HK
J.P. Morgan·2026-07-01MacroJ.P. Morgan Global Manufacturing PMI: Consolidating around solid growth in June
J.P. Morgan·2026-06-30SectorSemiconductor Tech Materials: Feedback from meetings with European and US investorsKIOXIAADVANTESTTOKYOEL
J.P. Morgan·2026-06-30MacroWashington Policy Perspectives: US exceptionalism is back but with fatter tails, thinner patience
J.P. Morgan·2026-06-30SectorChinese AI Models Catching Up, Vulnerabilities AcceleratingCRWDPANWQLYS.USTENB.US