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

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • Goldman Sachs·2026-10-18Sector

    KIOXIA6146.T6361.TLASERTEC7741.TTOKYOEL
  • Goldman Sachs·2026-10-18Sector

    4062.T6723.T6762.T6963.T6976.T6981.T6996.T
  • Goldman Sachs·2026-10-17Strategy

    2330.TW
  • Goldman Sachs·2026-10-17Strategy

  • 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
  • Goldman Sachs·2026-10-16Strategy

  • Goldman Sachs·2026-10-16Sector

    603605.SH
  • Goldman Sachs·2026-10-16Strategy

  • Goldman Sachs·2026-10-16Macro

  • Goldman Sachs·2026-10-16Strategy

    TOPIX target: 4,6002027-10
  • Goldman Sachs·2026-10-16Strategy

    European Quality·Overweight
  • Goldman Sachs·2026-10-16Sector

    SKHYNIXSMSNCXMT
  • Goldman Sachs·2026-10-16Strategy

    India CPI inflation: 5.5% y/y in September2026-09
  • Goldman Sachs·2026-10-16Strategy

    Taiwan·OverweightKorea·OverweightBrazil·OverweightSouth Africa·OverweightHungary·OverweightTWSE 12-month target: 57,5002027-10
  • Goldman Sachs·2026-10-15Sector

    ASM.ASASML.ASBESI.ASTPRO.MI
  • Goldman Sachs·2026-10-15Sector

    ALNY.USAMGNBIIBMRNASMMT.USVRTX
  • Goldman Sachs·2026-10-15Sector

    DELL
  • Goldman Sachs·2026-10-15Thematic

  • Goldman Sachs·2026-10-15Sector

    002120.SZ2618.HK600233.SH6936.HKZTO.USChina express parcel volume growth: 5% in 2026E2026
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