J.P. Morgan·2026-10-29Sector
Research: Broker notes on sectors, macro, rates and strategy
- Barclays·2026-10-29Macro
- Citi·2026-10-29Thematic2269.HK3696.HKWuXi Biologics·Top pickInsilico Medicine·Top pick
- Morgan Stanley·2026-10-29Sector000157.SZ600031.SH603338.SH
- Nomura·2026-10-29StrategyChina high-dividend equities·Overweight
- Nomura·2026-10-28Thematic
- Goldman Sachs·2026-10-28StrategyLong-dated S&P 500 call options·Overweight
- Bernstein·2026-10-28Sector
- J.P. Morgan·2026-10-28Thematic688836.SH·Top pick108490.KQ·Top pickhumanoid robots·Neutral
- J.P. Morgan·2026-10-28Strategy
- Goldman Sachs·2026-10-28MacroChina Current Activity Indicator: acceleratedSep-26
- Goldman Sachs·2026-10-28Sector300124.SZ
- Barclays·2026-10-28StrategyEurope equities·UnderweightDuration·Overweight
- Citi·2026-10-28Thematic
- Nomura·2026-10-28MacroUSD/CNY fix projection: 6.671128 Oct 2026
- J.P. Morgan·2026-10-28StrategyASX 50 mega caps·Underweight
- Bernstein·2026-10-28SectorCATLChina ESS battery shipments: 1,206GWh2026
- J.P. Morgan·2026-10-28Sector1972.HK·Top pickH78.SI·Top pick1997.HK·Top pick
- Citi·2026-10-28SectorTaiwan CCL makers·Overweight
- Goldman Sachs·2026-10-28Sector