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

  • Nomura·2026-10-08Sector

    000333.SZANTAMEITUAN9987.HK
  • Nomura·2026-10-08Thematic

    6762.T6981.TMurata Manufacturing·Top pickTDK·Top pick
  • Nomura·2026-10-08Macro

    CNY: PBoC reluctant to allow fast nominal appreciation2026
  • Nomura·2026-10-08Thematic

  • Nomura·2026-10-07Thematic

  • Nomura·2026-10-07Sector

    688012.SH688072.SH002371.SZACMR
  • Nomura·2026-10-05Macro

  • Nomura·2026-10-05Macro

  • Nomura·2026-10-04Sector

    ANTA2331.HKNKE
  • Nomura·2026-10-04Sector

  • Nomura·2026-10-04Sector

    ANTA2331.HKAS.USNKE
  • Nomura·2026-10-02Sector

    7936.TNKE
  • Nomura·2026-10-02Macro

  • Nomura·2026-10-02Sector

  • Nomura·2026-10-02Macro

    US nonfarm payrolls: actual2026-09US core PCE inflation: forecast4Q26
  • Nomura·2026-10-02Macro

    Korea CPI inflation: 2.6%2026BOK policy rate: 3.50% terminal
  • Nomura·2026-10-01Macro

  • Nomura·2026-10-01Sector

  • Nomura·2026-10-01Macro

    Korea real GDP growth: 0.8% q-o-q (nowcast)3Q26BOK policy rate: 3.50% terminal