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

  • Goldman Sachs·2026-10-08Sector

    1318.HK2367.HK
  • Morgan Stanley·2026-10-08Strategy

  • Morgan Stanley·2026-10-08Sector

    2319.HK600887.SH002714.SZ605499.SH
  • BofA Securities·2026-10-08Sector

  • Bernstein·2026-10-08Sector

    ENGI.PAIG.MING.LSRG.MI
  • Morgan Stanley·2026-10-08Sector

    2330.TW2449.TW3105.TWO3363.TWO3711.TW6223.TWO7769.TW
  • Bernstein·2026-10-08Sector

  • Bernstein·2026-10-07Sector

    ABNBBKNGEXPE.USHLT.USH.USIHG.LMARTRIP.US
  • Morgan Stanley·2026-10-07Strategy

    Japan·OverweightKorea·OverweightTaiwan IT·OverweightChina/HK·NeutralIndia·UnderweightAustralia·UnderweightAsia autos·UnderweightAsia consumer & e-commerce·Underweight
  • Goldman Sachs·2026-10-07Sector

    BHP.AXBSL.AXCIA.AXFMG.AXILU.AXLYC.AXNHC.AXRIO.AXS32.AXCopper·OverweightCopper price: GS forecast raised2027
  • Nomura·2026-10-07Thematic

  • J.P. Morgan·2026-10-07Strategy

  • Goldman Sachs·2026-10-07Sector

    BKR.USFTI.USHALSLB
  • Goldman Sachs·2026-10-07Sector

    603268.SHYAZG.SI7014.TWRT1V.HE
  • Bernstein·2026-10-07Sector

    INF.LREL.L
  • Bernstein·2026-10-07Sector

    STXWDC6762.T
  • Goldman Sachs·2026-10-07Sector

    ACNCTSH.USEPAM.USGLOB.USIBM
  • Morgan Stanley·2026-10-07Thematic

  • Bernstein·2026-10-07Sector

    ANETCIENCLSCOHRCSCOGLWLITEUS networking & communications equipment·Overweight
  • Goldman Sachs·2026-10-07Sector

    FSLRNXTSHLS.USRUN.US