J.P. Morgan·2026-10-19Macro
Latam FX·OverweightCEE FX·UnderweightUS real GDP growth (q4/q4): 2.5%2026US core PCE inflation (q4/q4): 3.2%2026
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-10-19Sector000333.SZ000651.SZ600690.SH
- Morgan Stanley·2026-10-19Sector
- Goldman Sachs·2026-10-19SectorChina battery export tax rebate: 0% from Jan 20272027-01
- Nomura·2026-10-19Sector
- UBS·2026-10-19Sector0522.HK2303.TW2454.TW3711.TW
- Barclays·2026-10-19MacroChina real GDP growth: 4.6% (from 4.5%)2026China real GDP growth: 4.0% (unchanged)2027
- J.P. Morgan·2026-10-19MacroChina real GDP growth: 4.6% y/y2026China real GDP growth: 4.5% oya3Q26
- Goldman Sachs·2026-10-19Sector4062.T6762.T6779.T6787.T6976.T6981.T6996.T6997.T
- Nomura·2026-10-19MacroUSD/CNY fix projection: 6.69072026-10-19
- Deutsche Bank·2026-10-19Macro
- J.P. Morgan·2026-10-19Sector
- Goldman Sachs·2026-10-19MacroChina 70-city primary home prices: +0.3% m/m annualised SA, -2.7% y/y2026-09
- Morgan Stanley·2026-10-19ThematicTENCENT9988.HKChina Internet·OverweightAlibaba·Top pickChina AI capex: Rmb8.5tr cumulative 2026-30E2026-2030China compute capacity: 81GW by 2030E2030
- J.P. Morgan·2026-10-19Sector
- UBS·2026-10-19MacroChina real GDP growth: 4.5% y/y in 3Q2026-Q3China real GDP growth: 4.6% y/y year to date2026-YTD
- Morgan Stanley·2026-10-19SectorAMATWFE market: USD 223bn in 2027 (+37%)2027
- Nomura·2026-10-19StrategyALKEM.NSDRRD.NSSUNPHARMA.NSIndia financials·OverweightIndia IT services·OverweightIndia consumption·UnderweightIndia commodities·NeutralNifty index target: 24,000 by March 20272027-03
- J.P. Morgan·2026-10-19SectorChina online retail sales growth: 4.4% yoy9M26
- UBS·2026-10-19Sector002050.SZ002126.SZ002850.SZ600660.SH