Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-25Sector

0688.HK0817.HK3900.HKChina SOE developers·Overweight

J.P. Morgan·2026-08-25Sector

7203.T7267.T

Goldman Sachs·2026-08-25Macro

20y UST·Overweight

Morgan Stanley·2026-08-25Thematic

AVGO MSFT NVDAHyperscaler balance sheets·Neutral

Bernstein·2026-08-25Thematic

BC.MIBIRK.US

Bernstein·2026-08-25Sector

ARBP.NSLPC.NSSUNP.NSZYDUSLIF.NSIndia pharma drug delivery·Overweight

Morgan Stanley·2026-08-25Sector

BIM.FRDIA.ITQIA.DESHL.DEEU diagnostics·Neutral

Goldman Sachs·2026-08-25Thematic

002837.SZ600563.SH600885.SHKPLM.SIWHA.BKASEAN data centers·Overweight

Nomura·2026-08-25Strategy

China A-shares·Neutral

Goldman Sachs·2026-08-24Macro

Nomura·2026-08-24Sector

290A.T5595.TSynspective·Top pick

Bernstein·2026-08-24Thematic

India·Neutral

Goldman Sachs·2026-08-24Macro

US GDP (Q3 tracking): GS estimate3Q26

UBS·2026-08-24Sector

AVGO MRVL NVDA

J.P. Morgan·2026-08-24Sector

000400.SZ300001.SZ3393.HK600406.SHChina grid equipment·Overweight

Goldman Sachs·2026-08-24Thematic

CXMTChina semiconductor self-sufficiency·Overweight

J.P. Morgan·2026-08-24Macro

Bernstein·2026-08-24Sector

MDB SNOW

Bernstein·2026-08-24Sector

CSX.USDHL.DEDSV.COFDX.USKNIN.SWMAERSK-B.CONSC.USUPSFreight forwarders·Overweight

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

China Property Weekly Wrap: Week 34 Wrap-Sequential volume acceleration; multiple easing policies

Auto Sector: Our thoughts on reports of 50% US tariff on Canadian vehicles; many unclear details, needs close examination

Global Rates Notes: Q&A on Treasury's Long-End Buybacks

Global Valuation, Accounting&Tax: AI: Funding the Buildout Beyond the Balance Sheet

Global Luxury Goods: The Off-Price Temptation

India Healthcare: Beyond Pills-Could Drug Delivery Platforms Be Indian Biopharma's Next -1 Trillion Revenue Pool?

Assessing impact of China lab fee reform

ASEAN DATA CENTER PRIMER: Mapping the ecosystem

China A-share strategy: ETF inflows return in force since July

US Tariff Impact Tracker: Indicated Imports into LA Positive on YOY Basis Over Next Two Weeks

Investment strategies for space service companies: Growing global demand for SAR satellites for national security purposes

AI vs. Human: The risks of AI adoption for emerging markets

USA: GS Economic Indicators Update

US Semiconductors and Semi Equipment SemiBytes-AVGO Preview-Financing, NVDA's Push To Vertical Integration, Terafab Update

China Power Equipment: Expert call takeaways on 15th FYP grid capex outlook

Global Semis CHIPS IV-China Semis self-sufficiency builds

US and Canada: Trade war with your friends and neighbors

Asia Edge: All Strait, for now

Global Software: Our thoughts on Snowflake and MongoDB into 2Q27 earnings

Global Logistics Supply Chain Pulse Check: Solid demand and congestion supporting rates