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

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • Goldman Sachs·2026-09-30Sector

  • Deutsche Bank·2026-09-30Macro

    China manufacturing PMI: actual2026-09China construction PMI: actual2026-09
  • Nomura·2026-09-30Macro

  • Goldman Sachs·2026-09-30Sector

    010950.KSMPC.USTOP.BKVLO.US
  • UBS·2026-09-30Sector

    1179.HKATAT.US
  • BofA Securities·2026-09-30Sector

    SBP600276.SHAKESOAZN.LNOVO-B.COSMMT.US
  • Goldman Sachs·2026-09-30Macro

    China official manufacturing PMI: actual2026-09China official non-manufacturing PMI: actual2026-09
  • Goldman Sachs·2026-09-30Sector

  • Goldman Sachs·2026-09-30Strategy

  • UBS·2026-09-30Thematic

  • Goldman Sachs·2026-09-30Sector

    0005.HKD05.SI
  • J.P. Morgan·2026-09-30Macro

    China real GDP: forecast3Q26China real GDP: forecast4Q26China real GDP: forecast2026
  • UBS·2026-09-30Macro

  • J.P. Morgan·2026-09-30Sector

    3017.TW6805.TWTaiwan cooling components·OverweightAsia Vital Components·Top pickFositek·Top pick
  • Goldman Sachs·2026-09-30Sector

    002142.SZ0939.HK601939.SH601988.SH
  • UBS·2026-09-30Strategy

  • J.P. Morgan·2026-09-29Sector

    BYD3808.HK9868.HK9973.HKChina autos·UnderweightChery Automobile·Top pickSinotruk·Top pick
  • Deutsche Bank·2026-09-29Sector

    BMW.DEMBG.DEVOW3.DE
  • J.P. Morgan·2026-09-29Sector

    1109.HK1209.HK2202.HKBEKE.US
  • J.P. Morgan·2026-09-29Sector

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