Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-09-18Sector

PAYTM.NSSBICARD.NSPaytm·Top pick

Bernstein·2026-09-18Sector

002472.SZ688017.SHZhejiang Shuanghuan Driveline·Top pickLeader Drive·Avoid

Bernstein·2026-09-18Sector

LDO.MIRHM.DEAM.PABA.LHO.PATKMS.DE

Bernstein·2026-09-18Thematic

LYV.US

Bernstein·2026-09-17Sector

JSW.NSRNW.USTPWR.NSADANIGR.NSNTPCGREE.NS

Bernstein·2026-09-17Sector

CFR.SWUHR.SWRMS.PASwiss watch exports growth: actualAug 2026

Bernstein·2026-09-17Sector

DTG.DE8TRA.DEVOLV-B.ST

Bernstein·2026-09-17Sector

OKTA PANWS.USCRWDFTNT.USNET ZS

Bernstein·2026-09-17Sector

0135.HK2688.HK0384.HK1083.HK1193.HK

Bernstein·2026-09-17Sector

FERTIGLB.UHOMIF.OMIQCD.QDSAFCO.ABFertiglobe·Top pick

Bernstein·2026-09-17Sector

NAVER035720.KS352820.KSCPNG

Bernstein·2026-09-17Sector

2267.T2502.T2802.T2897.T2801.T2875.T

Bernstein·2026-09-16Sector

CIFR IREN CLSK CORZ MARA RIOT WULF

Bernstein·2026-09-16Sector

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

Bernstein·2026-09-16Thematic

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

Bernstein·2026-09-16Sector

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

Bernstein·2026-09-15Sector

DISITV.LNFLXPSKY.US

Bernstein·2026-09-15Sector

ABNBTRIP.USBKNGEXPE.USGOOGL

Bernstein·2026-09-15Sector

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

Bernstein·2026-09-15Sector

AMZN DDOG NET SNOW TWLO

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

India Financials: India Payments: Will India go back to cash?

Asia Emerging Robotics: China Next Winners: What if harmonic reducers matter less than expected? We prefer Shuanghuan

Global Aerospace & Defense European Defense: Getting to 3.5% of GDP-A snapshot of NATO's military budgets

Weekend Tech Byte: Ticketmaster's real moat isn't Live Nation-A look at the technology stack behind ticketing

India Industrials and Infrastructure: India Renewables: 5 factors to identify winners...

Global Luxury Goods: August Swiss watch exports-Global and Greater China exports turn positive on a 12-month basis

European Automobiles & Components: EU Trucks: Takeaways from the IAA Transportation trade show

U.S. SMID-Cap Software: Cybersecurity: Exuberant setup... sector fully valued?

Asia-Pacific Gas Distributors China Gas Utilities: A gas short world (for now)

The Long View: Urea-The Last Cheap Tonne

Korea Internet: Sovereign AI... Sovereignty or symbolism?

APAC Food & Beverages: Japan F&B: Winners and losers from the prospect of JPY appreciation

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

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

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

Global Digital Assets Crypto: Clarity fail- what next?

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

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

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

U.S. Internet & U.S. SMID-Cap Software: AWS Web Metrics Data: Late-Q3'26 update — softness persists