Broker Research: Sector, Macro and Strategy Notes

UBS·2026-10-14Sector

2360.TW2449.TW2454.TW3008.TW3406.TW

Morgan Stanley·2026-10-14Sector

Nomura·2026-10-14Macro

UBS·2026-10-14Strategy

Goldman Sachs·2026-10-14Sector

MA PYPL V

Goldman Sachs·2026-10-14Sector

AMAT CAMT LRCX MKSI ONTO TER

Nomura·2026-10-14Macro

Goldman Sachs·2026-10-14Macro

UBS·2026-10-14Strategy

Goldman Sachs·2026-10-14Sector

0939.HK3988.HK

UBS·2026-10-14Sector

0358.HKZIJINMINING3993.HK601899.SH603993.SHCopper·Overweight

Morgan Stanley·2026-10-14Sector

3037.TW8046.TW

UBS·2026-10-14Sector

CHKP.USFTNT.US

Goldman Sachs·2026-10-13Sector

3774.T4307.T4704.T4768.T6532.T6701.T6702.T

Nomura·2026-10-13Sector

1590.TW

Goldman Sachs·2026-10-13Macro

J.P. Morgan·2026-10-13Macro

Morgan Stanley·2026-10-13Macro

Gold price: $5,000/oz in 2Q272027-Q2

J.P. Morgan·2026-10-13Sector

BAS.DEEVK.DESOLB.BRWCH.DE

Goldman Sachs·2026-10-13Macro

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

APAC Technology: Taiwan Tech September Sales: Q3 strong; in transition to new platforms near year-end

Greater China Technology Hardware Takeaways on NPO from 2026 OCP Global Summit

Asia Insights: China,Growth of both exports and imports rose strongly in September

Hong Kong Strategy: Key takeaways from expert call on new Offshore Trust Tax rules

Americas Payments & Financial Technology

Americas Technology: Semiconductors: SEMICON West 2026-Remain bullish on group as industry visibility continues to extend

USD CNY fix model: Projection: 6.6942

China: September trade growth accelerated significantly, lifting surplus to a record high

China Equity Strategy: Is it a good time to buy A-shares?

CHINA BANKS: Sep TSF,Corporate credit rebounds, but broader loan growth remains soft

China Basic Materials: APAC Focus: From Cyclical to Secular: Time to Re-rate HK China Copper Miners

Greater China Technology Hardware ABF Substrates More Capex, More Tightness

U.S. Software: C3Q Networking Security Preview

Japan Technology: IT Services: Cybersecurity: Demand expanding rapidly amid rising incidents; a landscape overview

China factory automation data: September 2026: Airtac's sales up slightly m-m in September

TOPof MIND: HIGHER BOND YIELDS: HOW CONCERNING?

EM Asia Local Markets Compass: Rain check for shorts,Neutralizing UWs in Thailand FX and rates after the selloff

Gold: More Than a Rates Trade

European Chemicals: Targeted protectionism emerging

US Economics Analyst: The Impact of AI Demand on Inflation