Broker Research: Sector, Macro and Strategy Notes

J.P. Morgan·2026-08-04Sector

US optical transceivers·Overweight

J.P. Morgan·2026-08-04Strategy

Japan equities·Underweight

J.P. Morgan·2026-08-04Sector

0670.HK0753.HK1055.HKChina airlines·Underweight

Nomura·2026-08-04Sector

Nomura·2026-08-04Macro

Asia rates·UnderweightKorea long-end rates·Overweight

Goldman Sachs·2026-08-04Sector

Goldman Sachs·2026-08-04Macro

Bernstein·2026-08-04Sector

Nomura·2026-08-04Macro

CNY·Overweight

Bernstein·2026-08-04Sector

Morgan Stanley·2026-08-04Sector

US internet·Overweight

Morgan Stanley·2026-08-04Strategy

US high-quality stocks·Overweight

Morgan Stanley·2026-08-04Sector

US optical components·Overweight

Bernstein·2026-08-03Sector

Orbital data centers·Overweight

Goldman Sachs·2026-08-03Macro

Goldman Sachs·2026-08-03Sector

China P&C insurance·Overweight

J.P. Morgan·2026-08-03Strategy

Nomura·2026-08-03Sector

India autos·Overweight

Research: Broker notes on sectors, macro, rates and strategy

Hardware & Networking: Proposed Chinese Optical TRx Ban Could Open a -$10 bn Opportunity for U.S. Suppliers

Japan Quant Strategy: AI Trade Reset Tests Japan Stocks’ FX Shield — CTAs Unwind JPY Shorts as Macro Funds Keep Buying Japan Equities

Hardware & Networking: Carrier Capex Tracker: Telco and Cable Broadband CapEx Outlooks Unchanged; 2Q26 Spending In-Line with Expectations

Chinese Airlines Waiting for a real demand recovery; summer travel 1H review and earnings cuts

Global AI Trend Tracker: Our read on Reuters’ report regarding China’s DC components

Asia Insights: Asia rates: Maintain overall pay stance but with some RV trades

CHINA PROPERTY WEEKLY WRAP: Week 31 Wrap-Transactions volume and market activities sequentially flattened

China Spirits Tracker: Moutai likely tightening Feitian supply into 2H26; enterprise direct-purchase application suspended; Feitian wholesale

What Is the Best Way to Measure Inflation?

Asia Emerging Robotics: Electric Revolution: Resilience – A Critical Chokepoint for Humanoid Robots and EVs

USD CNY fix model: Projection: 6.7624

Global Hotels & Leisure Marriott & Hilton: Further reflections on Q2

Internet: Where Are We Trading Now: Results Addressing the ROIC Debate

From the Global Director of Research: Charts That Caught My Eye

Optical Impact of Potential China Ban Report

U.S. Multi Industry & Electrical Equipment: Orbital Data Centers: Content ($M MW) Implications for Cooling Equipment Players

China: Unofficial China manufacturing PMI fell in July

ASIA PACIFIC INSURANCE: PROPERTY & CASUALTY,China in focus: AV and FSD adoption to drive claims pool growth and lift underwriting results

Asia Pacific Monthly Wrap: July 2026: De-leveraging in AI stocks drives sector market factor rotation

India Autos: Jun-2026 volumes,Strong demand across segments; EVs in top gear