Broker Research: Sector, Macro and Strategy Notes

Nomura·2026-08-13Macro

CNY·Neutral

Nomura·2026-08-13Sector

COHR LITEOptical transceivers·Overweight

Nomura·2026-08-13Macro

JPY·Underweight

Nomura·2026-08-13Macro

US·Neutral

Nomura·2026-08-13Rates

Singapore rates·UnderweightHong Kong rates·Overweight

Nomura·2026-08-12Sector

688498.SHLITEOptical components·Overweight

Nomura·2026-08-12Macro

CNY·Neutral

Nomura·2026-08-11Sector

002821.SZ1093.HKSBP300759.SZ603259.SH6160.HK6699.HKChina healthcare·Overweight

Nomura·2026-08-11Macro

JPY·Overweight

Nomura·2026-08-11Macro

US equities·Overweight

Nomura·2026-08-10Macro

JPY·Overweight

Nomura·2026-08-10Rates

Nomura·2026-08-10Sector

China AI healthcare·Overweight

Nomura·2026-08-09Macro

Nomura·2026-08-07Macro

US rates·Neutral

Nomura·2026-08-07Macro

Nomura·2026-08-07Sector

LLY MRKChina biotech·Overweight

Nomura·2026-08-07Macro

CNY·Neutral

Nomura·2026-08-07Sector

1519.HKMEITUANChina internet·Overweight

Nomura·2026-08-07Macro

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

USD CNY fix model

Global AI Trend Tracker: Read-through on Coherent results

JPY Intraday Comment: The widened gap

Economic Insights: US: Monthly Inflation Monitor

Asia Insights: Asia rates: Stay slightly cautious

Global AI Trend Tracker: Read-through on LITE results

USD CNY fix model

China healthcare: Marketing takeaways and thoughts on upcoming 1H26 results

FX Chart Alert: Estimating the US Treasury’s sell-EUR buy-JPY intervention size on 31 July

FX Insights: Inflows into US equities picked up strongly in the first week of August

JPY Monthly Flow Monitor: Pension funds’ net selling of foreign equities amid declines in yen terms in July

USD CNY fix model Projection: 6.7381

China Internet & New Media: Takeaways from Ant Afu expert call

Asia Insights China: Both CPI and PPI inflation dropped by more than expected in July

US Economic Weekly: Data support a hold

Asia Economic Monthly: How AI is rewiring Asia’s labour market

China healthcare: MNCs’ June-quarter results read-through (3)

USD CNY fix model: Projection: 6.7594

China Internet & New Media: Our thoughts ahead of 2Q results

Asia Insights: China: Growth of both exports and imports slowed in June but remained elevated