Broker Research: Sector, Macro and Strategy Notes

Deutsche Bank·2026-09-14Sector

DHRIQV.USAVTR.USCRL.USICLR.USMEDP.USRGEN.USTECH.US

J.P. Morgan·2026-09-14Sector

268A.TKIOXIA3110.T

Deutsche Bank·2026-09-14Other

Deutsche Bank·2026-09-14Sector

China auto wholesale volume: DB forecast2H26

J.P. Morgan·2026-09-14Strategy

MEITUANLogistics·OverweightChemicals·OverweightBattery Materials·OverweightAutos·UnderweightSolar·Underweight

Nomura·2026-09-14Sector

002475.SZ

Bernstein·2026-09-14Sector

EDP.LSIBE.MCELE.MCELI.BRENEL.MISSE.LTRN.MIVER.VIVIE.PA

Nomura·2026-09-14Macro

Goldman Sachs·2026-09-14Macro

Federal funds rate (midpoint): GS forecastend-2026

Morgan Stanley·2026-09-14Sector

2382.TW4938.TW2324.TW2353.TW3231.TW

Deutsche Bank·2026-09-14Thematic

GSK.L

Goldman Sachs·2026-09-14Sector

SAP.DEADYEN.ASCAP.PANEM.DEWISE.L

Bernstein·2026-09-14Sector

MBG.DEVOW3.DEVOLV-B.ST

Goldman Sachs·2026-09-13Sector

5631.T

Morgan Stanley·2026-09-13Thematic

3110.T603256.SHKBLAM4061.T4182.T5706.T5801.T8358.TWOGLWNittobo·OverweightGrace Fabric Technology·OverweightCorning·Overweight

J.P. Morgan·2026-09-13Sector

5347.KL6742.KL5263.KL5398.KLTenaga Nasional·Top pickYTL Power International·Top pickSunway Construction·Top pickGamuda·Top pick

Goldman Sachs·2026-09-13Sector

META AMZN GOOGL

Goldman Sachs·2026-09-13Sector

Morgan Stanley·2026-09-13Sector

300308.SZ300502.SZ601869.SH

Morgan Stanley·2026-09-13Thematic

TENCENT BABAKC.USChina Internet and Other Services·OverweightChina AI IT power capacity: MS forecast2030E

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

Life Science Tools,Diagnostics & CROs`DB Life Sciences & Biopharma Services Deck,September 2026

Technology – Semiconductor Technical Materials

The Currency Book

China Autos & Auto Technology: Finding Shelter in the Sector-wide Storm in 2H 2026

China Equity Strategy Dual tracks of anti-involution: Destocking winners vs exporters caught in trade relation uncertainties

Global AI Trend Tracker – CIOE 2026 takeaways: 400G chips, SiPh TFLN Coherent Lite, NPO CPO OCS

European Utilities & Clean Energy European Utilities: Key takeaways from Bernstein SDC 2026

FX Insights: Foreign inflows into US equities remained robust but outflows from bonds slowed

FOMC Roundtable: September 15-16 Meeting

Greater China Technology Hardware: Monthly Databook: Aug-26 Shipments -19% vs. MSe; Lowering 3Qe by 7%, Introducing 4Qe Builds

EU Pharmaceuticals: 2026 AI Biopharma review: the dream is still Morphic, not yet mortal-

Europe Technology: Software: Communacopia + Technology 2026 — Key Takeaways

European Automobiles & Components EU Autos, Tyres & Trucks: Key Takeaways from the SDC

Japan Clean Energy: Nuclear: Japan-US strategic investment: Reports suggest third tranche likely to focus on SMRs; highlight our Buy on JSW

AI Infrastructure-The Materials Super-cycle

ASEAN Data Centers KL & Johor DC Tour takeaways: Bottlenecks reshape the build-out

Americas Technology Internet Key Takeaways

Nuclear Nuggets: Global reactor tracker-September edition; Takeaways from World Nuclear Symposium in London

Greater China Technology Hardware: Key Takeaways from 2026 CIOE

China's AI Path From Rmb8.5tr Capex to 3x Compute