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

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • J.P. Morgan·2026-08-06Sector

    1318.HKChina consumer brands·Overweight
  • J.P. Morgan·2026-08-06Sector

    COHRFNLITEOptical components·Overweight
  • J.P. Morgan·2026-08-06Sector

    0005.HK2388.HK2888.HKHK banks·Overweight
  • J.P. Morgan·2026-08-06Sector

    China solar glass·Overweight
  • J.P. Morgan·2026-08-06Sector

    European luxury·Neutral
  • J.P. Morgan·2026-08-06Sector

    China biotech·Overweight
  • J.P. Morgan·2026-08-06Sector

    006400.KS373220.KSKorea batteries·Overweight
  • J.P. Morgan·2026-08-06Macro

  • J.P. Morgan·2026-08-06Strategy

    Momentum·Underweight
  • J.P. Morgan·2026-08-06Sector

    0823.HK1109.HK1209.HKChina property·Neutral
  • J.P. Morgan·2026-08-05Sector

  • J.P. Morgan·2026-08-05Strategy

  • J.P. Morgan·2026-08-05Sector

    601229.SH
  • J.P. Morgan·2026-08-05Sector

    AMDAsia server supply chain·Overweight
  • J.P. Morgan·2026-08-05Sector

    China consumer healthcare·Underweight
  • J.P. Morgan·2026-08-05Macro

    Commodities·Overweight
  • J.P. Morgan·2026-08-05Strategy

  • J.P. Morgan·2026-08-05Strategy

    3037.TW4062.TAsia tech·Overweight
  • J.P. Morgan·2026-08-05Sector

    0101.HK1997.HK
  • J.P. Morgan·2026-08-05Sector

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