Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-09-29Sector

SKHYNIX SMSN KIOXIA MU SNDK

Bernstein·2026-09-29Sector

PREMIERENE.NSRNW.USTATAPOWER.NSWAAREEENER.NS

Bernstein·2026-09-29Sector

GEELY BYD XIAOMI2015.HK9866.HK9868.HK

Bernstein·2026-09-28Sector

AZO.USORLY.USAutoZone·Top pick

Bernstein·2026-09-28Sector

CFR.SWMC.PARMS.PA

Bernstein·2026-09-28Thematic

TENCENT BABA

Bernstein·2026-09-28Sector

BE CEGFRVO.USNEEORA.USVST

Bernstein·2026-09-28Sector

CATLGM.USON

Bernstein·2026-09-28Thematic

Bernstein·2026-09-28Sector

MDB META NOW

Bernstein·2026-09-28Sector

000858.SZ0168.HK600519.SH600600.SH9633.HK

Bernstein·2026-09-28Thematic

ADYEN.ASAFRM.USFIS.USXYZ

Bernstein·2026-09-28Sector

AMZN GOOGL META SHOP

Bernstein·2026-09-28Sector

NAVER DIS NFLXWBTN.US

Bernstein·2026-09-25Thematic

Bernstein·2026-09-25Sector

ADANIGR.NSNTPCGREE.NSRNW.US

Bernstein·2026-09-25Sector

DSV.COMAERSKB.CODHL.DEFDX.USKNIN.SWUNPDSV·Top pick

Bernstein·2026-09-25Sector

A.USTMOWAT.US

Bernstein·2026-09-25Sector

CI.USCVSELV.USHUM.USUNH

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

Global Memory: Cycle is still elevated, but beware of the longterm threat from China

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

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

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

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

Global Luxury Goods Global Luxury Goods & China Macrofinancial: The hoped-for Ushaped recovery looks in fact like an L

China Internet: China Next Winners: AI harnesses, and the battle for context lock-in

Americas Power and Energy Transition: A PPA Deal Tracker, What's binding, What's in development? (Sep 2026 Ed.)

Global Energy Storage: Battery Weekly 28 September

Asia Quantitative Strategy China Next Winners: China's AI-Native Asset Managers...Leading the Next Frontier of Enterprise AI Architecture

U.S. SMID-Cap and Global Software Quick Take: META hires MDB CEO... not worried for Software

APAC Food & Beverages: China Next Winners-Consumer: The keys to Agentic outperformance

The rise of consumer AI agents: What does it mean for Financial Services?

US Internet: Why has eCommerce accelerated and who is gaining?

US Media & Korea Internet Global Media: What Happens When AI meets proven IP? An evergreen pipeline for big media

Global Luxury Goods: The Chinese Designer Fashion Ecosystem

India Renewables: US govt bonds Vs. a Renewable plant...

Global Logistics: Supply Chain Pulse Check: Demand defies macro headwinds

US Life Science Tools & Diagnostics US Life Science Tools and Dx: Emerging biotech is spending again-so what? (estimating the impact of biotech spend on tools revenue)

US Healthcare Services-The Bernstein Disruptors 30: AI and affordability challenges driving adoption of innovation