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

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  • Goldman Sachs·2026-10-22Macro

    Workers temporarily displaced by AI: up to 9%
  • Goldman Sachs·2026-10-21Macro

  • Goldman Sachs·2026-10-21Sector

  • Goldman Sachs·2026-10-21Thematic

    2308.TWETNLR.PASU.PAVRT
  • Goldman Sachs·2026-10-21Thematic

  • Goldman Sachs·2026-10-20Sector

    000002.SZ2202.HK
  • Goldman Sachs·2026-10-20Sector

    001979.SZ0688.HK1109.HK
  • Goldman Sachs·2026-10-20Sector

  • Goldman Sachs·2026-10-20Macro

    China net FX inflows (GS preferred measure): US$50bn in Sep vs US$55bn in AugSep-26
  • Goldman Sachs·2026-10-20Sector

    BYDTSLAChina battery-grade lithium carbonate price: Rmb109.5k/t (-7.6% wow)Week 42 2026
  • Goldman Sachs·2026-10-20Strategy

    commodities·Overweightcopper·Overweight
  • Goldman Sachs·2026-10-20Sector

    688169.SH·Top pick603486.SH·Avoid
  • Goldman Sachs·2026-10-20Sector

    001979.SZ0688.HK0817.HK1030.HK1109.HK2202.HK3900.HKChina SOE developers with strong balance sheets·OverweightChina POE developers·UnderweightChina secondary housing share of transactions: ~75% by 2035E vs 53% in 2026E2035China housing ASP growth: ~3% p.a. from 2031E after flat 2029E-30E2031
  • Goldman Sachs·2026-10-20Macro

    Global average crude freight rate: above $20/bbl vs $3/bbl a year agoOct-26
  • Goldman Sachs·2026-10-20Sector

    CVX.US·OverweightCOP.US·Overweight
  • Goldman Sachs·2026-10-20Sector

    2618.HKMEITUAN9618.HK9988.HKChina online GMV growth: +3% in 2026E2026
  • Goldman Sachs·2026-10-20Sector

  • Goldman Sachs·2026-10-19Macro

  • Goldman Sachs·2026-10-19Strategy

  • Goldman Sachs·2026-10-19Thematic

    002475.SZ2317.TW2330.TWAAPL
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