Broker Research: Sector, Macro and Strategy Notes

J.P. Morgan·2026-09-16Sector

4062.T6963.T6981.T

Barclays·2026-09-16Rates

Goldman Sachs·2026-09-16Strategy

China A-shares·Overweight

HSBC·2026-09-16Strategy

Goldman Sachs·2026-09-16Strategy

Goldman Sachs·2026-09-16Thematic

J.P. Morgan·2026-09-16Strategy

Morgan Stanley·2026-09-16Sector

TENCENT MEITUAN9988.HKBIDUWB.US

Morgan Stanley·2026-09-16Sector

GM.USRIVN

Nomura·2026-09-16Macro

J.P. Morgan·2026-09-16Strategy

ADVANTEST TOKYOEL0522.HK2360.TW3037.TW4062.TAdvantest·Top pickTokyo Electron·Top pickChroma ATE·Top pickASMPT·Top pick

Goldman Sachs·2026-09-16Sector

3189.TW8046.TW3037.TW7795.TW

Morgan Stanley·2026-09-16Sector

ARVN.USGPCR.USNRIX.USPRME.US

Morgan Stanley·2026-09-16Thematic

Goldman Sachs·2026-09-16Macro

Morgan Stanley·2026-09-16Credit

Bernstein·2026-09-16Sector

CIFR IREN CLSK CORZ MARA RIOT WULF

J.P. Morgan·2026-09-16Sector

DBK.DEUBSG.SW

HSBC·2026-09-16Sector

ABBV AMGN JNJ MRKNOVN.SWAZN.LBAYN.DELLYNOVO-B.COROG.SWSAN.PAAbbVie·Top pickJohnson & Johnson·Top pickMerck & Co·Top pickBayer·Top pickSanofi·Top pickEli Lilly·Avoid

Morgan Stanley·2026-09-16Sector

CTEC.LFRE.DESHL.DESOON.SW

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

Electronic Components Sector: Component Data Deposition: METI production statistics (electronic components, semiconductors) for July 2026: ABF substrates remain buoyant, Si-MOSFETs also strong

US Rates Research: Flow of Funds Who has been buying US debt?

China Musings: Policy and macro back to school

Currency Outlook

Oil Comment: Recommending Gasoline: High Diesel Prices Cause High Gasoline Prices

Key Debates on Aging and Declining Populations and Impacts on Demand

Two things are still true at the same time: Highlights from J.P. Morgan’s 2026 Global Macro Conference

China Internet AI Advertising From Attention to Outcomes

Autos & Shared Mobility: Laguna Day 1: Demand Is Defying Gravity - The Race to Autonomy & Electrification Is On

Special Report: Clearing inter-firm arrears: The key to rejuvenating China’s economy

Asia Tech Strategy: At a crossroads in the AI Infra trade

Taiwan ABF: Eternal Precision visit: Order lead time extends to 2031, customers offering premium to secure supply; Buy NYPCB and Kinsus

2026 MS Healthcare Conference: Day 3 Biopharma Takeaways

AlphaWise AI Adoption and the Future of Work Banks, Tech and Professional Services - The Data You Haven't Seen

China: SAFE data suggest increased FX inflows in August

Climbing the Software Wall of Worry

Global Digital Assets Emerging AI Infra: ERCOT base load classifications are out- scarcity expected to drive lease pricing higher

Global Investment Banks: Read-across from US banks’ comments on 3Q IB performance-room for potential upgrades

To infinity and beyond......or not? Evaluating the catalyst path to 2027

MS Healthcare Conference: Day 2 Takeaways