Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-07Sector

012330.KS012450.KS204320.KS298040.KS477340.KQRobot actuators·Overweight

Goldman Sachs·2026-09-06Macro

China NBS manufacturing PMI: actualAug 2026

Goldman Sachs·2026-09-05Strategy

Taiwan equities·OverweightTAIEX: GS target12m

Goldman Sachs·2026-09-05Strategy

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

Goldman Sachs·2026-09-04Macro

Goldman Sachs·2026-09-04Sector

SE Asia data centers·Overweight

Goldman Sachs·2026-09-04Sector

CLNX.MCDTE.DEELISA.HETEF.MCTEL.OLVOD.LEuropean telecoms / digital infrastructure·Overweight

Goldman Sachs·2026-09-04Strategy

China equities·Overweight

Goldman Sachs·2026-09-04Sector

0144.HK1199.HK600018.SH

Goldman Sachs·2026-09-04Strategy

JPY·OverweightAUD·Overweight

Goldman Sachs·2026-09-04Macro

China export growth: GS forecastAug 2026

Goldman Sachs·2026-09-04Strategy

Emerging market equities·OverweightMSCI EM index: GS target12m

Goldman Sachs·2026-09-04Strategy

Japan equities·OverweightTOPIX: GS target12m

Goldman Sachs·2026-09-04Strategy

Korea shipbuilding·Overweight

Goldman Sachs·2026-09-04Macro

Goldman Sachs·2026-09-04Sector

7003.T7014.T7721.TJapan shipbuilding·Overweight

Goldman Sachs·2026-09-04Sector

3131.TWO7769.TWOSAT equipment·Overweight

Goldman Sachs·2026-09-04Sector

6146.T6361.TLASERTEC7729.TTOKYOELJapan semicap·Overweight

Goldman Sachs·2026-09-04Sector

300383.SZ300442.SZ603881.SHRange Intelligent·Overweight

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

South Korea Industrials: Actuators, Missiles, and Electricity

China Three Things to Watch

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

Asia-Pacific Weekly Kickstart

China Economic Activity and Policy Tracker

Asia Pacific Data Centers SE Asia Data Center Expert Call Takeaways

DIGITAL INFRASTRUCTURE : Evolving our stock-picking framework as bull thesis enters a second phase of surging cash flow and balance sheet optionality; rating changes

China Weekly Kickstart

CHINA PORTS 1H26 wrap-up: expect container throughput of 5% in 2026E, with better ASP outlook on more foreign-trade boxes and Rmb appreciation

GLOBAL FX TRADER: Is This For Real?

AEJ Week Ahead China Trade, Inflation, Credit Data

EM Weekly Kickstart

GLOBAL RATES TRADER: Eyes on the Price

JAPAN WEEKLY KICKSTART: Bimonthly flows update

KOREA WEEKLY KICKSTART: KOSPI declined by 1.5% despite continued strong buyback inflows and KRW strength

Asia-Pacific Growth Monitor Still Solid Ahead of Energy Price Uptick

Japan Shipbuilding: Government support for Imabari JMU Namura; positive for Namura Mitsui E&S; still bullish on sector names

Taiwan Technology: Semiconductors: Day 2: Key takeaways from SEMICON Taiwan 2026: Stronger OSAT momentum into 2027

Japan Technology: Semiconductor Capital Equipment: Semicon Taiwan 2026: Strength of equipment demand reaffirmed

China Data Centers: 2Q26 A-shares Review: Mixed IDC results on slow move-in;GPUaaS pivot at divergent scale;Prefer Range In