Goldman Sachs·2026-07-10SectorEUROPE AUTOMOBILES China retail volume Jun-26: ICE weakness weighs on German JVs pending new product launchesBMW.DEMBG.DEVOW3.DE
Goldman Sachs·2026-07-10StrategyINDIA WEEKLY KICKSTART: NIFTY closed the week flat despite oil volatility; Foreign inflows continued; Domestic inflows improved in June; Consensus expects healthy profit growth in 2Q
Goldman Sachs·2026-07-10StrategyEM WEEKLY KICKSTART: MSCI EM fell 2% amid Middle East re-escalation and Momentum Unwind for the 3rd consecutive week; Korea fell 8% while China rose 3%; 2Q profits expected to rise -70% yoy led by Tech
Goldman Sachs·2026-07-10SectorThailand Tech Tour: Dtech (301377): Capacity expansion to capture growing PCB drill demand301377.SZ
Goldman Sachs·2026-07-10SectorCHINA IP RETAILER AND TOY TRACKER: Jun update: Pop Mart Miniso growth decelerates on one of the highest bases of the year; Bloks accelerates IP product launch9896.HKPOPMART
Goldman Sachs·2026-07-10SectorEnergy, Utilities & Mining Pulse: Investors Asking: Responding to Investor Pushback on Energy 10 Ideas List for Q3COPCVXTLN
Goldman Sachs·2026-07-10SectorJapan Chemicals: Specialty: Micron to sign 10-year long-term wafer agreement with GlobalWafers; positive for two Japanese wafer makers3436.T4063.T
Goldman Sachs·2026-07-10SectorGlobal Healthcare: The Cardiology Renaissance: Monitoring Phase 3 ZEUS to assess cardiovascular outcomes with NLRP3 inhibitionNVO
Goldman Sachs·2026-07-10SectorAustralian Gold, Lithium & Uranium Coverage: Coverage Summary, Forecasts and Spot Pricing Scenarios
Goldman Sachs·2026-07-10StrategyJAPAN WEEKLY KICKSTART: Refreshing Low AGM Approval screen and Unrealized RE Gains screen
Goldman Sachs·2026-07-10SectorAsia Pacific Technology: Semiconductors -Memory: Nanya Tech 2Q26 read-across: solid ASP growth and positive industry outlookSMSN
Goldman Sachs·2026-07-09MacroGlobal Economics Comment: AI Inflation: A Large Mismeasured Boost in the US, Limited Impact Elsewhere
Goldman Sachs·2026-07-09SectorChina Battery Initiation: ESS Drives the Cycle, Quality Wins the Cycle; Buy CATL-A H, Zenergy300014.SZ300750.SZ3677.HK