Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-10Sector

1299.HKHK insurance·Neutral

Goldman Sachs·2026-08-10Macro

Goldman Sachs·2026-08-10Strategy

Global equities·OverweightKorea equities·Neutral

Goldman Sachs·2026-08-10Macro

Global equities·Overweight

Goldman Sachs·2026-08-10Macro

US·Overweight

Goldman Sachs·2026-08-10Sector

China medical equipment·Overweight

Goldman Sachs·2026-08-10Sector

0780.HKMEITUANATAT.USHTHT.USTCOMChina hotels and OTA·Neutral

Goldman Sachs·2026-08-10Macro

Goldman Sachs·2026-08-10Sector

1299.HK2378.HKHK insurance·Neutral

Goldman Sachs·2026-08-09Sector

ADBECHKP.USCRMFTNT.USHUBS.USINTU WDAYInfrastructure software·OverweightApplication software·Underweight

Goldman Sachs·2026-08-09Macro

Goldman Sachs·2026-08-09Strategy

China AI hard tech·Neutral

Goldman Sachs·2026-08-09Macro

Copper·Neutral

Goldman Sachs·2026-08-09Credit

USD IG credit·Neutral

Goldman Sachs·2026-08-09Macro

RMB bonds·Overweight

Goldman Sachs·2026-08-08Strategy

Global equities·Overweight

Goldman Sachs·2026-08-08Strategy

Taiwan equities·Overweight

Goldman Sachs·2026-08-08Strategy

Korea equities·Overweight

Goldman Sachs·2026-08-07Strategy

US equities·Overweight

Goldman Sachs·2026-08-07Strategy

India equities·Overweight

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

Hong Kong Insurance: Update and investor feedback on reports of tax on offshore insurance policies

Global: GS Economic Indicators Update: US Wage Growth Moderates to 3.6%

Global Weekly Kickstart: Global equities advance as earnings broaden and AI volatility rises

Global Market Views: Same Macro, Different Marks

US ECONOMICS ANALYST: What Is AI Investment Crowding Out?

China Healthcare: Jul 2026 China hospital equipment bidding: Strong momentum reinforces our recovery view

CHINA HOTEL OTA: 2Q26 results preview: Atour to beat on retail sales. Focus on 3Q26 guidance on RevPar, unit growth and TCOM’s take rates

India: AI Tracker: AI adoption and its impact on India’s labour market

Asia Pacific Banks: China offshore insurance income taxation: Clarification of existing rules

Technology: Software: Detailing the Mosaic: On Cycle to Off Cycle Reads

China: Both CPI and PPI inflation surprised to the downside and declined in July

CHINA STRATEGY: AI Changes The Game: Correction, Rotation, and Diversification

Base Metals Comment: Copper: Limited Impact From DR Congo Concentrate Export Ban

Credit Notes: New Debt Issuance: Why This Time Is Different

Asia Economics Analyst: A Historic Opportunity for RMB Bond Internationalization?

GOAL: Asset Allocation,Balancing Innovation and Inflation

TWSE TPEx rose 3% 9%, led by ex-TSMC Tech (+10%) on foreign and domestic institutional buying, despite drags from TSMC and Financials (-2%); July sales beat expectations, while exports missed

ASIA-PACIFIC WEEKLY KICKSTART MXAPJ fell 0.5% dragged by

US WEEKLY KICKSTART: Equity issuance is a headwind but not a gale

INDIA WEEKLY KICKSTART: NIFTY gained 1% this week; RBI kept policy rate unchanged; 2Q profits and revenues accelerated and surprised positively; FII inflows continued