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

  • Goldman Sachs·2026-10-15Sector

    002747.SZ300124.SZ688188.SH
  • Goldman Sachs·2026-10-15Sector

    6146.T6361.TLASERTECTOKYOEL
  • Goldman Sachs·2026-10-15Sector

    3436.T4063.T4186.T5016.T
  • Goldman Sachs·2026-10-15Sector

    3037.TW3189.TW4958.TW8046.TW
  • Goldman Sachs·2026-10-15Sector

    AR.USCOPDINO.USDUK.USGLNG.USOXYPRTRP.US
  • Goldman Sachs·2026-10-15Credit

    USD IG Technology·UnderweightUSD High Yield·NeutralGlobal project finance issuance for AI capex: $300bn in 20272027
  • Goldman Sachs·2026-10-15Sector

    3436.T4063.T4186.TASML
  • Goldman Sachs·2026-10-14Sector

  • Goldman Sachs·2026-10-14Macro

    China new RMB loans: RMB1,080bn in September2026-09China outstanding RMB loan growth: 4.8% YoY in September2026-09China TSF stock growth: 7.1% YoY in September2026-09
  • Goldman Sachs·2026-10-14Sector

    0291.HK0322.HK1579.HK2460.HK
  • Goldman Sachs·2026-10-14Sector

    0038.HK2338.HK300832.SZ3339.HK3808.HK600031.SH601100.SH
  • Goldman Sachs·2026-10-14Sector

    2319.HK600887.SH6186.HKATM.NZ
  • Goldman Sachs·2026-10-14Sector

  • Goldman Sachs·2026-10-14Macro

    China real GDP growth: 4.4% yoy in Q32026-Q3China retail sales growth: +0.3% yoy in September2026-09
  • Goldman Sachs·2026-10-14Sector

    000333.SZ000651.SZ600690.SH
  • Goldman Sachs·2026-10-14Macro

    China PPI inflation: 2.8% in 20262026China PPI inflation: 0.3% in 20272027China CPI inflation: 0.8% in 20262026China CPI inflation: 0.6% in 20272027
  • Goldman Sachs·2026-10-14Sector

    003670.KS051910.KS247540.KQ300750.SZ373220.KSLG Chem·Top pickLG Energy Solution·Top pick
  • Goldman Sachs·2026-10-14Sector

    600519.SH000596.SZ603369.SH
  • Goldman Sachs·2026-10-14Sector

    1050.HK
  • Goldman Sachs·2026-10-14Sector

    ATAT.USHTHT.US