Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-29Sector

6762.T6976.T

UBS·2026-09-29Macro

Bernstein·2026-09-29Sector

PREMIERENE.NSRNW.USTATAPOWER.NSWAAREEENER.NS

Nomura·2026-09-29Macro

China official manufacturing PMI: forecastSep 2026China RatingDog manufacturing PMI: forecastSep 2026

Goldman Sachs·2026-09-29Sector

ZIJINMINING3993.HKChina copper equities·OverweightChina coal equities·Underweight

Goldman Sachs·2026-09-29Sector

ED.USEXC.USFE.USXEL.US

J.P. Morgan·2026-09-29Sector

ADBE CRM DDOG FIGHUBS.USNOW

Bernstein·2026-09-29Sector

GEELY BYD XIAOMI2015.HK9866.HK9868.HK

Goldman Sachs·2026-09-29Sector

3436.T4063.T

Goldman Sachs·2026-09-29Sector

5801.TSUMIELEC5803.T5805.T6754.T

Nomura·2026-09-28Macro

USD/CNY fix: forecast2026-09-28

J.P. Morgan·2026-09-28Macro

J.P. Morgan·2026-09-28Sector

300750.SZCATL

HSBC·2026-09-28Sector

300442.SZ300454.SZ

UBS·2026-09-28Strategy

Bernstein·2026-09-28Sector

J.P. Morgan·2026-09-28Strategy

TOPIX EPS CAGR: forecastFY2025-28

Nomura·2026-09-28Sector

000938.SZ300308.SZ300570.SZYOFC

Bernstein·2026-09-28Sector

AZO.USORLY.USAutoZone·Top pick

Goldman Sachs·2026-09-28Strategy

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

Japan Electronic Components: Taiyo Yuden TDK announce MoU on business alliance regarding MLCCs inductors and other components

China Economic Perspectives: China-US presidential meeting: Warm rhetoric, fewer tangibles than expected

India Industrials and Infrastructure: India Solar PV: 2 charts... are any solar PV players cheap?

Asia Insights: China monthly: September and Q3 data preview

CHINA COMMODITIES: China commodity trip (2H26): The stranded copper scrap, the revamp of coal supply, and uncertainties from ODI and El Ni-o

Inside Customer Affordability: An Introduction to the Electric Utility Bill

Software OpenAI DevDay: Marketplace Positive for Partners, with Agent and Workspace Push Raising Competitive Intensity

Asian Autos: China Next Winners — Autonomous driving: China leads on scale, cost, and adoption. Can it go global?

Japan Chemicals: Silicon wafer trade data: Aug export value reached a new record high, while shipment volumes remained at elevated levels

Japan Technology: Hardware-Industrial Electronics: August MOF data (optical fiber cable) shows sharp rise in ASPs; fundamentals remain

USD CNY fix model Projection: 6.7161

China: Industrial profit growth slowed further in August

China Battery & Materials: Copper foil supply tightness resolved post price hike; October production outlook

China AI Infrastructure: AI compute boom benefits compute rental and infra software vendors

US Equity Strategy Rates spike and equities: what's next?

Global Hotels & Leisure: Grand Unifying Theory of Lodging: Industry model 2026 update

Japan Equity Strategy: Corporate reforms in 2026: Deepening rather than slowing, with companies taking the lead instead of activist investors

China optical communication sector update: Transceiver Act, new fiber capacity, switch chip localization

Auto Parts Aftermarket Retail: The race for DIFM pole position; Initiating on AZO and ORLY

Global Weekly Kickstart: EM and Technology Lead Equities Higher