Broker Research: Sector, Macro and Strategy Notes

UBS·2026-08-18Strategy

US equities·Overweight

UBS·2026-08-18Sector

ET.USKMI.USKNTK.USUS midstream·Overweight

UBS·2026-08-18Sector

0817.HK3900.HKBEKE.USChina property·Overweight

UBS·2026-08-18Sector

APxJ consumer staples·Overweight

UBS·2026-08-16Sector

2301.TW2308.TW2317.TW2330.TW3711.TW6723.TAMAT AMD ARM AVGO GOOGL MSFT NVDA VRTAI infrastructure·Overweight

UBS·2026-08-11Strategy

China internet·OverweightChina power equipment·Overweight

UBS·2026-08-11Sector

China autos·Neutral

UBS·2026-08-10Sector

China PCB/CCL·Overweight

UBS·2026-08-10Sector

ALGM.USAMD CBRS NVDA TXNUS semiconductors·Overweight

UBS·2026-08-07Sector

003670.KS006400.KS373220.KSKorea battery materials·Overweight

UBS·2026-08-07Sector

ANTM.JKINCO.JKMBMA.JKNCKL.JKNICL.JKNickel·Underweight

UBS·2026-08-07Macro

China clean-tech exports·Overweight

UBS·2026-07-30Macro

UBS·2026-07-28Strategy

UBS·2026-07-24Sector

UBS·2026-07-23Strategy

UBS·2026-07-23Sector

UBS·2026-07-21Sector

UBS·2026-07-20Sector

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

US Equity Strategy: Cash flow surge supports upside, Q2 EPS takes

Midstream & Natural Gas: Permian Infra growth was the focus of This Earnings Season

China Property: How does the Rmb11trn Housing Provident Fund stabilize the market?

HOLT APAC: Consumer Staples-Robust profitability, more moderate valuations

APAC Technology: 2026 OCP APAC Summit: AI Infrastructure a FullStack Systems Race

China Equity Strategy: Time to get back in tech?

China Auto Sector: One hundred new model launches

China PCB and CCL Sector Remain steadfast through turbulence

US Semiconductors & Semi Equipment SemiBytes: Thoughts on AMD's Acquisition of Taalas, Future of Memory Storage Takes, Analog Earnings Retrospective

Global Battery Supply Chain: Korean LFP cathode supply chain build accelerates

Indonesian Metals Sector Nickel: What would a Weda Bay Nickel quota boost mean?

China Sustainability: China Green Export Monthly: June edition

China Economic Perspectives: AI is reshaping China’s trade story – upgrading 2026 trade forecasts

ASEAN Equity Strategy: Can ASEAN benefit beyond AI?

China Property and Property Management: 1H26 results preview: Look through the earnings

China Equity Strategy Mutual funds' position in tech sector hit a record high in Q226

Japan Medtech Healthcare Sector: Focus on companies achieving growth overseas with differentiated products

China Technology: WAIC 2026 Tech Tour takeaways

Japan Electric Components Sector: AI wave higher for longer?

US Semiconductors and Semi Equipment SemiBytes-Thoughts on Kimi K3, MU, Analog, Cash Flow, Crowding