Broker Research: Sector, Macro and Strategy Notes

Deutsche Bank·2026-09-15Thematic

ARES.USBN.USOWL.US

HSBC·2026-09-15Sector

GEELY BYD300750.SZNIO

BofA Securities·2026-09-15Sector

000895.SZ002714.SZ2517.HK

Goldman Sachs·2026-09-15Sector

HEN3.DEOR.PABEI.DEHLN.LRKT.L

J.P. Morgan·2026-09-15Sector

1209.HKBEKE.US1109.HKChina Resources Mixc·Top pickKE Holdings·Top pick

Bernstein·2026-09-15Sector

DISITV.LNFLXPSKY.US

BofA Securities·2026-09-15Strategy

Goldman Sachs·2026-09-15Sector

GAP.USDKS.USGOOS.USPVH.USWSM.US

Nomura·2026-09-15Sector

000333.SZANTA9987.HK

Deutsche Bank·2026-09-15Thematic

Citi·2026-09-15Sector

AAPL

Bernstein·2026-09-15Sector

ABNBTRIP.USBKNGEXPE.USGOOGL

Barclays·2026-09-15Thematic

J.P. Morgan·2026-09-15Sector

000333.SZANTA9633.HK

Goldman Sachs·2026-09-15Sector

DELL HPE SMCI

Citi·2026-09-15Macro

China GDP growth: Citi forecast2026

Goldman Sachs·2026-09-15Sector

300124.SZ1882.HK600845.SH688777.SH

Nomura·2026-09-15Macro

China real GDP growth: Nomura forecast3Q26China real GDP growth: Nomura forecast4Q26

Morgan Stanley·2026-09-15Sector

9988.HKJD PDD

BofA Securities·2026-09-15Sector

GOOGL META

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

Private capital monitor: Al is the 2nd biggest risk

China EV Tracker: Policy shift may accelerate industry consolidation

China Consumer (H A) Postcards from Henan: in search of ideas amid a demand downturn

Europe Consumer Products: US Nielsen: L’Oréal accelerates in August; Henkel loses share in laundry

China Property NBS August data: Still tepid; first-time release of national secondary sales data

The Long View: Global Media-A beginner's guide to TV production

Global Equity Volatility Insights: If AI risk is rising, so is its potential

Global Retail: Global Consumer and Retail Conference 2026 — Day 1 Takeaways

China consumer: Aug retail sales remained mediocre

Thematic Research: AI doom: A brief history of bad tech predictions

Global Consumer Electronics: Pockets of Strength Amidst Mixed Spending Intentions; AAPL Maintaining Brand Leadership

Global Hotels & Leisure: Online Travel: UX Wars-AI Agents show the future, DMA means Google steps back to the past

Sustainable Investing: Nuclear Renaissance Fusion: Investing before ignition

China Consumer: A touch soggier – China retail softens again in August, with easier comps offering some relief ahead

Americas Technology: Hardware: Server 2Q26 market share and outlook update

China Economics: Looking Through the August Numbers to Focus on Policies and Geopolitics

China Industrial Indicators Weakened Further in August

Asia Insights: China: August activity data continue to reflect a highly imbalanced economy

China E-Commerce: Aug NBS Online Retail Sales of Goods Moderated Sequentially

Internet e-Commerce BofA Frontier AI Data Tracker: Model rankings, usage data, and token GPU costs