Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-10-17Strategy

2330.TW

Goldman Sachs·2026-10-17Strategy

China CPI inflation: 0.9% y/y in September2026-09China PPI inflation: 5.0% y/y in September2026-09

Goldman Sachs·2026-10-17Sector

6098.T6758.T7974.T9697.T9766.TCapcom·Top pickSony Group·Top pickRecruit Holdings·Top pick

J.P. Morgan·2026-10-17Macro

Bernstein·2026-10-16Sector

Brent oil price forecast: US$90/bbl for 20262026

Goldman Sachs·2026-10-16Strategy

Goldman Sachs·2026-10-16Sector

603605.SH

Bernstein·2026-10-16Sector

ADVANTEST TOKYOELASML.AS

BofA Securities·2026-10-16Sector

IONQ

Bernstein·2026-10-16Sector

COST HD LOWTGT.USWMT

Goldman Sachs·2026-10-16Strategy

BofA Securities·2026-10-16Sector

0728.HK0762.HK0941.HKChina Telecoms·Overweight

BofA Securities·2026-10-16Strategy

Goldman Sachs·2026-10-16Macro

UBS·2026-10-16Sector

MEITUAN BABA JD

Bernstein·2026-10-16Sector

GOOGLLYFT.USTSLA UBER

Nomura·2026-10-16Macro

USD/CNY fix model projection: 6.69672026-10-16

Bernstein·2026-10-16Sector

002821.SZ2269.HK603259.SHWuXi AppTec·Top pick

J.P. Morgan·2026-10-16Sector

000333.SZ1364.HKANTA605499.SHPOPMARTLKNCY.US

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

Goldman

ASIA PACIFIC WEEKLY KICKSTART MXAPJ fell 4pct

CHINA WEEKLY KICKSTART

Japan Games & Internet: Recent sector themes and data points ahead of Jul-Sep results

China Bond Analytics

Bernstein Energy & Power: Who will blink first? Four things to watch for oil markets

KOREA WEEKLY KICKSTART: KOSPI plunged more than 14% amid hotter-than-expected inflation, concerns around AI-related credit and Chinese DRAM maker

China Cosmetics: Double 11 pulse check: Heightened price competition in top tier KOL Day 1 live stream; Proya strong in focus albeit with higher promotions; Increasing discounts for MNCs

Global Semiconductors: Global Semi: South Korea Equipment Import Tracker (Sep 26): Import +41% YoY

US Semiconductors: Quantum State of the Union: focus on fault tolerance fundamentals, not funding fears

Weekend Consumer Blast: When app meets the aisle, how seamless is the shopping experience?

EM WEEKLY FUND FLOWS MONITOR North Asia led Asia's largest

Telecoms - China (H-A) China Telecom Sector-Defensive Yield, AI Optionality

Global Rates Weekly Duck and short cover

China Economic Activity and Policy Tracker: Oct 16

China Internet Sector: Local services monthly: UE margin expansion over volume growth

US Emerging Internet: UBER and LYFT: Takeaways from a former Waymo executive

USD CNY fix model

China CDMOs: Opportunities after recent correction

China Consumer Shanghai Marketing Feedback