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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
  • Goldman Sachs·2026-08-23Sector

    002472.SZ300124.SZ9880.HKHumanoid robot supply chain·Overweight
  • Morgan Stanley·2026-08-23Strategy

    US core PCE: MS forecastJul-2026
  • Goldman Sachs·2026-08-23Macro

  • Morgan Stanley·2026-08-23Sector

    HK/China insurance·Overweight
  • Goldman Sachs·2026-08-23Strategy

    Korea·Neutral
  • Morgan Stanley·2026-08-23Thematic

    BNTX.USMRKMRNAROG.SWCancer vaccines / INT·Overweight
  • Morgan Stanley·2026-08-23Sector

    7269.TFGM.USSTLA.USIndia autos·Overweight
  • Morgan Stanley·2026-08-23Sector

    9880.HKHumanoid robots·Neutral
  • Morgan Stanley·2026-08-23Macro

    China real GDP: MS tracking3Q26
  • Deutsche Bank·2026-08-22Sector

    ADYEN.ASWISE.L
  • Goldman Sachs·2026-08-22Strategy

  • J.P. Morgan·2026-08-22Sector

    NVDAAsian hardware technology·OverweightUS datacenter capex growth: JPM forecast2026
  • Goldman Sachs·2026-08-22Strategy

    Korea·Neutral
  • Goldman Sachs·2026-08-22Strategy

    Taiwan·NeutralTaiwan export orders: MOEAJul-2026
  • Goldman Sachs·2026-08-22Strategy

    0780.HK9903.HK
  • Goldman Sachs·2026-08-22Strategy

    China H-shares·Overweight
  • J.P. Morgan·2026-08-21Strategy

    002142.SZ1109.HKBYD1801.HKMEITUAN3908.HK3988.HKChina AI ecosystem·OverweightChina consumer staples·UnderweightChina property·Underweight
  • Goldman Sachs·2026-08-21Sector

    4151.T4502.T4528.T4543.T4568.TJapan healthcare·Neutral
  • Goldman Sachs·2026-08-21Macro

    China on-budget fiscal revenue growth: Ministry of FinanceJul-2026China on-budget fiscal expenditure growth: Ministry of FinanceJul-2026
  • Morgan Stanley·2026-08-21Sector

    Greater China materials·Overweight
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