Goldman Sachs·2026-08-07Macro
KRW·Overweight
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-08-07SectorChina grid equipment·Neutral
- Goldman Sachs·2026-08-07Sector002557.SZ2319.HK600132.SH600600.SH603345.SHChina consumer staples·Neutral
- Goldman Sachs·2026-08-07SectorBGL.AXGGP.AXNEM.AXPNR.AXWGX.AXAustralian gold miners·OverweightAustralian lithium·Underweight
- Goldman Sachs·2026-08-07Macro
- Goldman Sachs·2026-08-07StrategyEM equities·Overweight
- Goldman Sachs·2026-08-07StrategyChina equities·Overweight
- Goldman Sachs·2026-08-07StrategyJapan equities·Overweight
- Goldman Sachs·2026-08-07StrategyKorea equities·NeutralIndia equities·Overweight
- Goldman Sachs·2026-08-07MacroJPY·NeutralHUF·Overweight
- Goldman Sachs·2026-08-07Macro
- Goldman Sachs·2026-08-07StrategyKorea equities·Overweight
- Goldman Sachs·2026-08-06Sector0020.HK
- Goldman Sachs·2026-08-06SectorPower infrastructure·Overweight
- Goldman Sachs·2026-08-06Sector3037.TWATS.VIABF substrates·Overweight
- Goldman Sachs·2026-08-06Sector1299.HK1828.HK
- Goldman Sachs·2026-08-06Sector002508.SZ603195.SH603816.SHChina property value chain·Underweight
- Goldman Sachs·2026-08-06Sector
- Goldman Sachs·2026-08-06Sector2383.TW
- Goldman Sachs·2026-08-06SectorEQNR.OLGALP.LSREP.MCIntegrated oils·Overweight