Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-09-16Macro

Morgan Stanley·2026-09-16Sector

1801.HK2162.HK2256.HK9688.HKAKESO9969.HK

Goldman Sachs·2026-09-16Sector

BHP.USRIO.USVALE.US

Morgan Stanley·2026-09-16Sector

BIOA.USIONS.USMIRM.USSLN.US

J.P. Morgan·2026-09-16Strategy

Bernstein·2026-09-16Sector

6990.HK1801.HK3692.HK600276.SH6160.HK9688.HKAKESO

Morgan Stanley·2026-09-16Sector

2331.T3186.T3563.T7550.T3397.T

Barclays·2026-09-16Thematic

2330.TWSKHYNIX SMSN KIOXIA

Morgan Stanley·2026-09-16Sector

PHVS.USADAG.USASND.USAVIR.USMNPR.USUS Biotechnology·Overweight

Bernstein·2026-09-16Thematic

300274.SZ300750.SZ002466.SZ051910.KS247540.KS373220.KSChina data center electricity demand: Bernstein forecast2035

J.P. Morgan·2026-09-16Sector

AMZN GOOGL META BKNG DASH NFLX SNAP SPCXTRIP.US

Morgan Stanley·2026-09-16Rates

HSBC·2026-09-16Sector

3696.HK2228.HKInsilico Medicine·Top pick

Barclays·2026-09-16Macro

J.P. Morgan·2026-09-16Strategy

Goldman Sachs·2026-09-16Sector

BMW.DEMBG.DEP911.DE

Morgan Stanley·2026-09-16Macro

Bernstein·2026-09-16Sector

CRCL FIGR HOOD BLSH COIN MSTRRobinhood·Top pickCircle·Top pickFigure·Top pick

J.P. Morgan·2026-09-15Macro

Goldman Sachs·2026-09-15Sector

1109.HK001979.SZ600048.SH

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

Asia Economics: The Viewpoint: Will higher rates and oil prices break the capex super cycle?

China Biotechnology: Global Healthcare Conference Wrap - Day 2

GLOBAL METALS & MINING: Iron Ore Cost Curve; marginal cost moves to -US$95 t with higher oil and freight costs

Biotechnology: Key Takeaways From the 2026 MS Healthcare Conference – Day 3

Metals Weekly: Gold ETFs look top-heavy heading into FOMC

China Pharma and Biotech: WCLC 2026 Deep Dive: Refreshing the landscape of SCLC and NSCLC

Investor Presentation: Small Mid-Cap Non-Manufacturers: Longer-term Focus on Growth Prospects; Near-term Focus on Names with Catalysts

Sustainable Investing: Asia semiconductors: revisiting today’s disruptions and tomorrow’s challenges

Biotechnology: MS Healthcare Conference Highlights-Day 2: ASND,PHVS, MNPR, AVIR,and ADAG

Global Energy Storage China Next Winners-Powering China's AI Revolution

Internet Large Cap Internet Small and Midcap: Fall 2026 Sector Update

US Rates Strategy: Treasury Futures Don’t Trade Like You Think

China AIDD: Monetisation validated, asset optionality expands; watch BD, clinical proof and agentic AI

China Fiscal Watch: Holding fire on bigger stimulus

Flows & Liquidity How much upward pressure on global bond yields from tech bond issuance-

European OEMs in China: Company Snapshot Aug-26: Key launches start to materialise amid an orderly market push, yet structural pressure persists

China Outlook Amid AI And The Next Industrial Super Cycle

Global Digital Assets Crypto: Clarity fail- what next?

China: Housing activity index stays subdued Time-inconsistency issues with the late August reform

CHINA PROPERTY WEEKLY WRAP: Week 37 Wrap-Primary softened while secondary leading indicators improved; land market cooled post-828