Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-28Sector

AMZNCHWY.USETSY.USeCommerce·Overweight

Goldman Sachs·2026-08-28Strategy

2330.TWTaiwan tech ex-TSMC·OverweightTaiwan industrial production: actualJul 2026

Goldman Sachs·2026-08-28Macro

UK GS trimmed core (sequential): actualJul 2026

Goldman Sachs·2026-08-28Sector

MIN.AXNEM.AXNST.AXPDN.AXPLS.AX

Goldman Sachs·2026-08-28Strategy

Taiwan·NeutralKorea·Neutral

Goldman Sachs·2026-08-28Strategy

Technology funds·NeutralLong-duration US bonds·Neutral

Goldman Sachs·2026-08-28Macro

CNY·OverweightUSD/CNY: GS forecast12m

Goldman Sachs·2026-08-28Strategy

SKHYNIX SMSN

Goldman Sachs·2026-08-28Strategy

Goldman Sachs·2026-08-28Macro

China 30-city property sales volume: actualAug 27 2026 (7dma)

Goldman Sachs·2026-08-28Sector

Optical fiber/cable·Overweight

Goldman Sachs·2026-08-28Macro

Refining·OverweightUS diesel crack vs Brent: GS forecast2027

Goldman Sachs·2026-08-28Sector

GLNG.USLNG.USNEXT.USVG.USUS LNG·Overweight

Goldman Sachs·2026-08-28Strategy

Japan equities·OverweightTOPIX target: GS forecast12m

Goldman Sachs·2026-08-28Sector

SRE.USTexas utilities·Overweight

Goldman Sachs·2026-08-28Sector

Australian diversified miners·Overweight

Goldman Sachs·2026-08-27Strategy

USD credit·NeutralEUR HY bonds vs loans·Overweight

Goldman Sachs·2026-08-27Sector

China robotic vacuum cleaners·Neutral

Goldman Sachs·2026-08-27Macro

China industrial profits: actualJul 2026China industrial revenue: actualJul 2026

Goldman Sachs·2026-08-27Thematic

002472.SZ300124.SZChina humanoid robots·Overweight

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

2026 Global eCommerce Handbook: Assessing the Industry in an Increasingly Agentic World

TAIWAN WEEKLY KICKSTART TAIEX gained 2 led by ex-TSMC Tech supported by strong

G10 INFLATION MONITOR: Monthly GS Trimmed Core Ticks Up Outside of Japan

Australian Gold, Lithium & Uranium Coverage: Coverage Summary, Forecasts and Spot Pricing Scenarios

EM Weekly Fund Flows Monitor: Taiwan India led foreign buying in August, while Korea saw most FII selling; Following the July drawdown, EM Asian funds gained 5% in August

Weekly Fund Flows: Long-term US Bond Flows in Focus

GLOBAL FX TRADER: Reasons, Meet Resolve

Korea Weekly Kickstart: KOSPI declined by 2% despite continued stronger KRW and strong performances by industrials

EUROPE WEEKLY KICKSTART: Data only update

China Economic Activity and Policy Tracker: August 28

Japan Industrial Electronics: July MOF data (optical fiber cable): Rises in cable volume, fiber ASP; DC construction poised to accelerate in Asia

OIL ANALYST Higher Product Margins for Longer on Higher Outages and Lower Stocks

Americas Pipelines and MLPs: LNG Variable Cost Tracker Refresh: Tightening LNG Balances Send 2H26-2027 Spot LNG Margins Higher

Japan Weekly Kickstart: Revising 12M TOPIX target to 4600 on stronger-than-expected 1Q earnings season

AMERICAS UTILITIES: POWER: PUCT approves Oncor’s 765-kv select transmission lines; reliability being prioritized to meet growing TX demand

GS Australian Bulks, Base Metals, Rare Earths, & Steels

Global Credit Trader: A real focus back on rates

China Consumer Durables: RVC,Analysis of media report regarding overdue payments to suppliers by major competitor

China: Both industrial profits and revenue fell sequentially in July

CHINA HUMANOID ROBOT 2026 WHRG takeaways: Applications broaden, autonomy bar raised