Broker Research: Sector, Macro and Strategy Notes

Nomura·2026-08-27Macro

IDR·UnderweightIndonesia current account deficit: Nomura forecast2026

Nomura·2026-08-27Macro

CNY·OverweightUSD/CNY fix: Nomura model projection27 Aug 2026

Nomura·2026-08-27Strategy

G10 FX·Neutral

Nomura·2026-08-27Sector

Japan machine tools·NeutralJapan machine tool orders - China: actualJul 2026

Nomura·2026-08-27Macro

China·UnderweightChina real GDP growth: Nomura forecastQ3 2026

Nomura·2026-08-26Macro

CNY·OverweightUSD/CNY fix: Nomura model projection26 Aug 2026

Nomura·2026-08-25Macro

Bank loans swapped under debt swap: Nomura estimatemid-2026

Nomura·2026-08-25Sector

0728.HK0762.HK0941.HKChina Mobile·Top pickChina telecoms·Neutral

Nomura·2026-08-25Macro

USD/CNY fix: Nomura model projection2026-08-25

Nomura·2026-08-25Strategy

China A-shares·Neutral

Nomura·2026-08-24Sector

290A.T5595.TSynspective·Top pick

Nomura·2026-08-24Sector

SKHYNIX006400.KSSAMSUNGEM034220.KS267260.KS357780.KQSamsung SDI·Top pick

Nomura·2026-08-24Macro

Japan general account expenditure: Nomura estimateFY2027

Nomura·2026-08-24Macro

USD/CNY fix: Nomura model projection2026-08-24

Nomura·2026-08-21Strategy

USD: down2026USD/CNH: downend-OctEUR/USD: upend-Dec

Nomura·2026-08-20Strategy

USD·UnderweightCNH·OverweightTWD·Overweight

Nomura·2026-08-20Macro

US·Neutral

Nomura·2026-08-20Sector

2313.TW2317.TW2383.TW3017.TW3167.TW3189.TW3324.TW3533.TW6213.TWTaiwan AI hardware·Overweight

Nomura·2026-08-20Macro

CNY·Overweight

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

Special Report: Indonesia: The evolving policy framework dims FDI prospects

USD CNY fix model: Projection: 6.7265

FX Insights: A new view of G10 FX positioning

July machine tool orders (confirmed) and investment perspectives: July orders unexpectedly up in Europe,solid in US and China

Asia Insights: China monthly: August data preview

USD CNY fix model: Projection: 6.7152

Asia Insights China: An update on the RMB10trn debt swap

China telecoms: Core business continues to face headwinds...

USD CNY fix model: Projection: 6.7256

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

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

Korea Technology: 2H26 Tech Tour takeaways

Fiscal Insight: FY2027 general account budget request to exceed JPY130trn

FX Insights: Foreign inflows into US equities slowed as elevated US yields weighed on sentiment

USD CNY fix model: Projection: 6.7249

Key focus and themes: Weaker USD theme builds – high convictions in USD CNH, EUR INR and EUR JPY

FX Insights: The weaker USD theme continues to build

US Economic Weekly: Divine intervention

Greater China Tech Hardware: Takeaways from Asia Tech Tour

Asia Insights CNH: Mitigating factors despite today’s large positive fixing error