Goldman Sachs·2026-07-13SectorJAPAN MACHINERY: CONSTRUCTION, Preferences based on simple risk-reward amid an unclear cycle; stay Buy on Kubota6326.T
Goldman Sachs·2026-07-13StrategyGlobal Weekly Kickstart: US and Energy outperform amid resurfacing Middle East tensions
Goldman Sachs·2026-07-13StrategyGOAL KICKSTART: Micro vs. macro headwinds-large momentum unwinds despite steady equity markets
Goldman Sachs·2026-07-12MacroOil Comment: Gulf Exports: Short-Term Uncertainty, Long-Term Pipeline Hedge
Goldman Sachs·2026-07-12MacroAUSTRALIA AND NEW ZEALAND ECONOMICS ANALYST: House Prices to Fall, Incomes to Stall, Spending to Slow
Goldman Sachs·2026-07-12SectorAsia Pacific Textile, Apparel & Footwear: Monthly Tracker: OEM mixed trend continued; PS softer; refreshing our estimates for OEM sector0551.HK2313.HK
Goldman Sachs·2026-07-12MacroUS ECONOMICS ANALYST: Tracking Inflation Risks from the Middle East Conflict
Goldman Sachs·2026-07-12SectorChina Restaurants: Luckin Chagee initiation feedback; addressing key investor questionsCHA.USLKNCY.US
Goldman Sachs·2026-07-11StrategyCHINA WEEKLY KICKSTART: MXCN gained 3% while A-shares lost 1%; PBoC Governor Pan unveiled package to support CNH market in HK; CPI inflation softened in June
Goldman Sachs·2026-07-11SectorChina Restaurants: Monthly Tracker: Jun update: weakness continued with weather headwind; FMD relatively resilient despite high base9922.HKCHA.US
Goldman Sachs·2026-07-10SectorThailand Tech Tour: Dynamic Electronics (603175) Chairman and PCB factory visit: AI PCB capacity in expansion603175.SH
Goldman Sachs·2026-07-10SectorCHINA CONSUMER STAPLES 1H 2Q26 preview: Earnings in greater focus amid a weak consumption backdrop; Policy key to watch002557.SZ3288.HK
Goldman Sachs·2026-07-10SectorEUROPEAN OEMS IN CHINA European OEMs in China Jun-26: European premium loss widens amid German product lullBMW.DEMBG.DE
Goldman Sachs·2026-07-10StrategyKOREA WEEKLY KICKSTART: KOSPI declined by 8% with KOSPI forward P E hitting low of 6.2x despite Samsung posting the biggest profit
Goldman Sachs·2026-07-10SectorNavigating China AI models_ LLM primer_ Critical point of intelligence for global proliferationMINIMAXZHIPU