Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-30Sector

6506.T6954.T

J.P. Morgan·2026-08-30Sector

1658.HK600015.SH601166.SHChina SOE banks·OverweightChina joint-stock banks·Underweight

Goldman Sachs·2026-08-30Strategy

North Asia equities·Overweight

Barclays·2026-08-30Strategy

GBP·UnderweightNZD vs AUD·Underweight

Goldman Sachs·2026-08-30Macro

India real GDP growth: GS forecastCY2026

UBS·2026-08-30Sector

SKHYNIX SMSN MUDRAM blended ASP growth: forecast2027EDRAM sufficiency: worsens2027E

Goldman Sachs·2026-08-30Macro

China govt bond quota issued: actualYTD late Aug 2026

Goldman Sachs·2026-08-30Thematic

BYD6383.TADI AMZN WMTHumanoid robots·OverweightGlobal humanoid units: GS forecast2035E

Morgan Stanley·2026-08-30Macro

China real GDP growth tracking: MS estimate3Q26

Morgan Stanley·2026-08-30Sector

China property developers·Underweight

Goldman Sachs·2026-08-30Strategy

688256.SHSTAR 50 additions·Overweight

Goldman Sachs·2026-08-30Macro

Tech-exposed Asian FX (KRW, TWD, MYR)·Overweight

Goldman Sachs·2026-08-30Sector

LYV.USMAT.USTKO.USUS entertainment·Neutral

Goldman Sachs·2026-08-29Strategy

9888.HK9988.HK

Deutsche Bank·2026-08-29Strategy

European SMIDs·Neutral

Nomura·2026-08-29Sector

BEKE.US

Goldman Sachs·2026-08-29Sector

0288.HK000895.SZ

Deutsche Bank·2026-08-29Sector

PYPLPayments·Neutral

Nomura·2026-08-29Macro

China property developers·Underweight

HSBC·2026-08-29Sector

0688.HK1109.HKChina SOE developers·OverweightChina property developers·Underweight

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

Japan Machinery: Automation: Trade statistics: Robot Robodrill volume trends: July 2026

China banks SOE banks beat in 2Q; upgrade PSBC, downgrade Industrial Bank and Huaxia Bank

ASIAN EQUITY PERSPECTIVES Into the home stretch

Dollar premium roller-coaster

India Views: What Is Driving the Growth Resilience?

Memory Semis Monthly: September '26 Edition: Substantial unfulfilled demand ahead

China-Three things in China

GLOBAL PHYSICAL AI Framing the Forward Progress of Humanoids (with a Studied Focus on the Logistics Landscape)

Macro Concerns vs. Tech Spotlight

China Property - Asia Pacific Quantifying the Impact of a Completed-Sales Model

ASIA INDEX STRATEGY China STAR 50 Index Rebalancing Review and Flow Implications (September 2026)

EM ASIA FX RATES VIEWS AI Exposure Driving Regional FX Disparity

Americas Entertainment: Key Themes & Debates heading into Communacopia + Technology 2026 for US Entertainment

China Weekly Kickstart: A shares flat but MXCN lost 1%; CSRC unveiled support measures for developer financing; Industrial profits fell sequentially in July

Marketing slides – Continental European SMIDs

China property development: Structural policy changes amid sector downcycle

CHINA CONSUMER STAPLES Pork: 2Q26 Earnings review: Factoring in 3Q26 major headwind from overseas but sequential recovery in China; dividend in focus; Buy WH Group

Payments Pulse: Rewiring Payments

Asia Insights: China: The shift to a new property model

China Real Estate: Completed-home sales reform: A speed bump to our inflection point thesis