Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-09-15Sector

SAMSUNGEM2327.TW6981.T6976.T

Goldman Sachs·2026-09-15Sector

9988.HKMEITUAN JD PDD

Nomura·2026-09-15Macro

ECB policy rate: Nomura forecast

BofA Securities·2026-09-15Strategy

Japan·OverweightTaiwan·Overweight

Nomura·2026-09-15Rates

USD/CNY daily fix: Nomura model projection2026-09-15

Goldman Sachs·2026-09-15Sector

MSFT NVDASU.PA

Deutsche Bank·2026-09-15Sector

ADIIFX.DESTMPA.PATXN

Morgan Stanley·2026-09-15Sector

0522.HK600584.SHACMR3711.TW688820.SH

BofA Securities·2026-09-15Strategy

Banks·OverweightConsumer Staples·UnderweightBonds·Underweight

Goldman Sachs·2026-09-15Sector

BYD TSLA

Morgan Stanley·2026-09-15Sector

1952.HK2162.HK3696.HK9606.HK9969.HK9995.HK

Deutsche Bank·2026-09-15Macro

Goldman Sachs·2026-09-15Macro

China real GDP growth: GS forecast3Q26China real GDP growth: GS forecast2026

Morgan Stanley·2026-09-15Sector

ARGX.USAXSM.USBMRN.USCGON.USDNLI.USIMCR.USUS Biotechnology·Overweight

Goldman Sachs·2026-09-15Sector

Goldman Sachs·2026-09-15Macro

Deutsche Bank·2026-09-15Thematic

Bernstein·2026-09-15Sector

MC.PABRBY.LCFR.SWKER.PAMONC.MIRMS.PA

BofA Securities·2026-09-15Thematic

AUR

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

China Property: Weakened August; Completed-Sales Details Bear Watching

MLCC: Continued Demand Growth for High-Value-added Products for AI & Data Centers

NAVIGATING CHINA INTERNET: ECOMMERCE TRACKER: Soft August online retail growth; normalizing Temu amid its 1P brand push

Global Economic Outlook Monthly: Recalibrating monetary policies

Asia Fund Manager Survey Waiting for AI monetization and BoJ normalization

USD CNY fix model: Projection: 6.7075

Europe Multi-Industry: Expert call takeaways on Nvidia 800VDC implications for electrical equipment

Semis skimmed: Tracking the tightness: Sep 2026

Greater China Technology Semiconductors: China Advanced Packaging: Favor Capex Beneficiaries& Share Gainers

Global Fund Manager Survey Racing the Frontier

CHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK: 2026 Week 37-Weekly order +32% +1% wow yoy on new model launches and promotion activities, NEV retail wholesale penetration 72% 75% in Sep MTD

China Biotechnology: Global Healthcare Conference Wrap-Day 1

Thematic Research: The revenge of the supply-side: A new economic regime

China: Better industrial production, sluggish investment, slower retail sales growth; lowering Q3 GDP forecast

Biotechnology: MS Healthcare Conference Highlights for Our Coverage: Day 1

China Property Monthly Tracker: Aug ASP trajectory unchanged with T1 resilience intact; construction activities undershot

China: 70-city average primary property price decline narrowed further in August, with Tier-1 cities posting sequential gains

Al at 70 (Part 2): 14 more lessons from a lifetime of boom and bust: Context is all you need

Global Luxury Goods LVMH: Louis Vuitton's Entry Price Opportunity

Thematic Investing On the Road to Autonomy: BofA Autonomous Vehicle Field Trip