Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-09-06Strategy

Morgan Stanley·2026-09-06Sector

HK/China insurance·Overweight

Morgan Stanley·2026-09-06Sector

China property developers·Underweight

Morgan Stanley·2026-09-06Sector

NETC.COTEMN.SWWKL.AS

Morgan Stanley·2026-09-06Sector

Asian refiners·Overweight

Morgan Stanley·2026-09-06Sector

1288.HK1398.HKChina financials·Overweight

J.P. Morgan·2026-09-05Strategy

Nomura·2026-09-05Sector

LUPIN.NSSUN.NSTORNTPHARM.NSZYDUSLIFE.NS

J.P. Morgan·2026-09-05Sector

Goldman Sachs·2026-09-05Strategy

Taiwan equities·OverweightTAIEX: GS target12m

Deutsche Bank·2026-09-05Macro

Germany GDP growth: DB forecast2026

Goldman Sachs·2026-09-05Strategy

Asia Pacific ex-Japan equities·OverweightMXAPJ index: GS target12m

J.P. Morgan·2026-09-05Sector

0005.HK2388.HK2888.HKStandard Chartered·OverweightHK banks·Overweight

J.P. Morgan·2026-09-04Strategy

USD·OverweightSEK·UnderweightCAD·Underweight

J.P. Morgan·2026-09-04Sector

2356.HK2388.HK2881.TW2888.TW2890.TWChina SOE banks·OverweightBOC Hong Kong·Overweight

J.P. Morgan·2026-09-04Macro

LNG·Overweight

J.P. Morgan·2026-09-04Sector

ATEX.UST.TOTTELUS·Underweight

Morgan Stanley·2026-09-04Strategy

Goldman Sachs·2026-09-04Macro

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

Asia Quantitative Strategy: QAML Asia: Quant + Analyst + Machine Learning for Stock Selection

Insurance Law Revision: Upgraded Regulatory Framework, Accelerating Sector Differentiation

China Property: Five Most Frequently Asked Questions About CompletedSales Model

Software Snippets: Feedback from North America Marketing

China Financials: Stricter Investor Suitability and KYC Requirements Under the New Private Fund Rules

Asia Refining: Can Skepticism Reduce?

China Financials: SOE bank capital injection: ABC dilution in line, ICBC dilution more modest than expected

FX Derivatives: September heats up with Yen and US events

India pharmaceuticals: Sales, prescription and ANDA filing trends

Technology – Consumer Electronics Industrial Electronics Precisions

Taiwan Weekly Kickstart: TAIEX rose 0.5%, led by Commodities and Financ

The Hausblick: Macro Outlook Germany

Asia-Pacific Weekly Kickstart

HK Banks: 1H26 results ahead on better PPOP momentum

FX Outlook: Leaning into bullish USD trades (again)

Greater China Banks

Global LNG Supply & Shipping Tracker : Qatar nears full storage with Kuwait as the only outlet

Telecom, Cable & Satellite Petti’s Playbook - 2Q26 Scorecard: Key Debates Coming Out of 2Q26 Earnings

US Rates Strategy: How Big Could Treasury Buybacks Be?

China Economic Activity and Policy Tracker