Broker Research: Sector, Macro and Strategy Notes

J.P. Morgan·2026-08-26Thematic

1276.HK1548.HK2269.HK2359.HKAKESOmRNA cancer vaccines·Overweight

J.P. Morgan·2026-08-26Strategy

Asian low-yielder FX·Neutral

J.P. Morgan·2026-08-26Thematic

AI infrastructure·Overweight

J.P. Morgan·2026-08-25Sector

Hong Kong property·Neutral

J.P. Morgan·2026-08-25Thematic

000270.KSHYUNDAIHumanoid robotics·OverweightKorea auto OEMs·Overweight

J.P. Morgan·2026-08-25Sector

7203.T7267.T

J.P. Morgan·2026-08-24Sector

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

J.P. Morgan·2026-08-24Macro

J.P. Morgan·2026-08-24Sector

AJBU.SIKEP.SISingapore data centres·Overweight

J.P. Morgan·2026-08-24Strategy

European duration·Underweight

J.P. Morgan·2026-08-24Sector

BHP.USRIO.USChina copper demand·Neutral

J.P. Morgan·2026-08-24Sector

1138.HK600026.SHTanker shipping·NeutralCOSCO Shipping Energy-H·Overweight

J.P. Morgan·2026-08-24Sector

6723.TIFX.DESTMPA.PAVACN.SWEuropean semiconductors·Overweight

J.P. Morgan·2026-08-24Sector

China home appliances·Neutral

J.P. Morgan·2026-08-22Sector

NVDAAsian hardware technology·OverweightUS datacenter capex growth: JPM forecast2026

J.P. Morgan·2026-08-21Strategy

002142.SZ1109.HKBYD1801.HKMEITUAN3908.HK3988.HKChina AI ecosystem·OverweightChina consumer staples·UnderweightChina property·Underweight

J.P. Morgan·2026-08-21Macro

China general budget expenditure growth YTD: Ministry of FinanceJul-2026

J.P. Morgan·2026-08-21Macro

China government bonds·OverweightChina real GDP growth: JPM forecast2026

J.P. Morgan·2026-08-21Sector

IIFL.NSMANAPPURAM.NSMUTHOOTFIN.NSIndia gold lenders·Overweight

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

mRNA Cancer Vaccine: Assessing Opportunities Across China’s Healthcare Value Chain

Asia FX: To revalue or recycle FX policy implications of the AI boom

Hardware & Networking Data Center Watch: Token Spend Climbs, GPU Pricing Mixed, & Memory Prices March Higher

Hong Kong Property: FAQs on NDRC’s Measures on Outbound Investment

Korea Robotics and Humanoids: How we envisage the humanoid era;HMG robotics value at $57bn;stay Overweight on HMC Kia

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

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

US and Canada: Trade war with your friends and neighbors

Asia Edge: All Strait, for now

SG Property Intelligence: Singapore awards 200MW of new DC capacity

Global Macro Outlook and Strategy: Global Rates, Commodities, Currencies and Emerging Markets

China Metals Activity Tracker: China Copper buying cools; Macro signals mixed

China Tanker Shipping: The chicken-and-egg flips: More barrels,more ships; turning slightly more constructive on tankers, stay OW on CSET

European Semiconductors Inventory 2Q26: Benign inventories indicate continued strength in semi-conductor stocks

China Home Appliances Expert call takeaways: Soft demand, healthier inventory, targeted promotions

Asian Hardware Technology: Demand outlook strengthens across AI and general servers; supply constraints the key swing factor

China Equity Strategy: 2Q26 Earnings Dissector: Innovation Accelerates,Old Economy Stalls

China: Fiscal spending slowed even as revenue accelerated Catch-up in fiscal execution is key

China Local Markets Weekly: Beyond the growth disappointment

India Gold Lenders: The Credit Gold Rush