Broker Research: Sector, Macro and Strategy Notes

Nomura·2026-09-07Strategy

USD/CNY fixing: Nomura model projection7 Sep 2026

Nomura·2026-09-06Sector

2330.TW6510.TW6515.TWTSMC·OverweightOSAT spending·Overweight

Nomura·2026-09-05Sector

LUPIN.NSSUN.NSTORNTPHARM.NSZYDUSLIFE.NS

Nomura·2026-09-04Macro

US core CPI: Nomura forecastAug 2026US nonfarm payrolls: actualAug 2026US unemployment rate: actualAug 2026

Nomura·2026-09-04Macro

USD/CNY fix: Nomura model projection2026-09-04

Nomura·2026-09-04Thematic

000725.SZ300433.SZChina humanoid robotics·Neutral

Nomura·2026-09-03Sector

Memory·Overweight

Nomura·2026-09-02Sector

BYD LI NIOXPEV.USChina autos·Underweight

Nomura·2026-09-01Macro

China SOE developers·OverweightChina top-100 developer contract sales: actualAug 2026

Nomura·2026-09-01Macro

USD/CNY fix model projection: Nomura model1 Sep 2026

Nomura·2026-09-01Sector

2382.HK300054.SZ300661.SZ688126.SHSG Micro·OverweightHubei Dinglong·Overweight

Nomura·2026-08-31Macro

USD/CNY fix: Nomura projection2026-08-31

Nomura·2026-08-31Macro

BOJ rate hikes: Nomura forecastSep 2026-Apr 2027

Nomura·2026-08-31Strategy

Korea rates (receive)·OverweightSGD long-end rates·Underweight

Nomura·2026-08-31Macro

China NBS manufacturing PMI: actualAug 2026China NBS non-manufacturing PMI: actualAug 2026

Nomura·2026-08-29Sector

BEKE.US

Nomura·2026-08-29Macro

China property developers·Underweight

Nomura·2026-08-28Macro

CNY·OverweightUSD/CNY fix: Nomura model projection28 Aug 2026

Nomura·2026-08-28Macro

US rates·NeutralUS Q3 GDP tracking: Nomura estimateQ3 2026US nonfarm payrolls: Nomura forecastAug 2026

Nomura·2026-08-28Sector

TENCENT KUAISHOUChina internet·Neutral

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

USD CNY fix model

Greater China Semi: Equipment supply, photonics, and thermal

India pharmaceuticals: Sales, prescription and ANDA filing trends

US Economic Weekly: Holding Pattern

USD CNY fix model: Projection: 6.7069

China advanced manufacturing: Shenzhen tour takeaways

Global Memory: Discrepancies between fundamentals and share prices

EV EQUITY-AUTOS & AUTO PARTS-Lacking positive signal-catalyst in Aug-26

Asia Chart Alert Economics-China-State-owned developers drove contract sales value in August

USD CNY fix model

Greater China Semi and Tech EQUITY-TECHNOLOGY China Investor Forum 2026-Key takeaways

USD CNY fix model: Projection: 6.7362

Japan-FY26–28 economic outlook-We maintain scenario for economic recovery driven by capex

Asia Insights: Asia rates: Outperformance against US rates likely selective

Asia Insights: China: August PMIs remain soft

China property development: Structural policy changes amid sector downcycle

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

USD CNY fix model: Projection: 6.7195

US Economic Weekly: Hawk sighting

China Internet & New Media: Monthly App Tracker – July 2026