Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-31Sector

0688.HK1109.HK600048.SHChina SOE developers·Overweight

Goldman Sachs·2026-08-31Macro

Korea industrial production: actualJul 2026

Goldman Sachs·2026-08-30Macro

Goldman Sachs·2026-08-30Sector

6506.T6954.T

Goldman Sachs·2026-08-30Strategy

North Asia equities·Overweight

Goldman Sachs·2026-08-30Macro

India real GDP growth: GS forecastCY2026

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

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

Goldman Sachs·2026-08-29Sector

0288.HK000895.SZ

Goldman Sachs·2026-08-29Strategy

Taiwan equities·Overweight

Goldman Sachs·2026-08-28Sector

051910.KS373220.KSKorea batteries·Overweight

Goldman Sachs·2026-08-28Macro

Korea aging drag on consumption growth: GS estimatenext decade

Goldman Sachs·2026-08-28Macro

US Treasury curve 2s10s·Overweight

Goldman Sachs·2026-08-28Sector

6762.T6976.T6981.TJapan electronic components·Overweight

Goldman Sachs·2026-08-28Macro

US rates·NeutralUS 2y Treasury yield move: actualAug 28 2026

Goldman Sachs·2026-08-28Sector

US internet·Neutral

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

China Property: Transition to a new sales model: limited near-term impact,but healthier industry development over the longer term

South Korea: Tech-Driven Moderate Gain in July IP vs. Weak Services and Construction

US ECONOMICS ANALYST: Looking for Pockets of Overheating

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

ASIAN EQUITY PERSPECTIVES Into the home stretch

India Views: What Is Driving the Growth Resilience?

China-Three things in China

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

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

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

ASIA-PACIFIC WEEKLY KICKSTART MXAPJ closed flat ahead of Jackson Hole

Asia Batteries: Behind-the-meter growth thesis accelerates following US executive order; Buy LG Chem and LGES

Asia Economics Analyst: KKorea’s Consumption: Young AI Boom Meets Aging Baby Boomers

Global Rates Trader: Back to Front-End

Japan Electronic Components: July MOF trade data (MLCC.US): mom increase in volume value likely driven by smartphone seasonality

USA In Hawkish Jackson Hole Debut Chairman Warsh Says the Feds Predominant Focus

AMERICAS TECHNOLOGY: INTERNET,Q2’26 EPS Review & Communacopia + Tech Conference Preview: Where to from Here?... San Francisco (of course)