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

  • HSBC·2026-11-03Sector

    300750.SZCATLCATL·Overweight
  • HSBC·2026-10-27Sector

    1209.HK
  • HSBC·2026-10-27Sector

    0688.HK1109.HKBEKE.USChina Resources Land·Top pickChina Overseas Land & Investment·Top pickKE Holdings·Top pick
  • HSBC·2026-10-26Sector

    2383.TW3037.TW3044.TW6274.TW8046.TWCCL·Overweight
  • HSBC·2026-10-21Sector

    0939.HK1658.HK601398.SH601939.SHCCB-H·Top pickBOC-H (code as printed)·Top pick
  • HSBC·2026-10-13Sector

    300750.SZ
  • HSBC·2026-10-09Sector

    0836.HK0902.HK1071.HK
  • HSBC·2026-10-09Sector

    0316.HK2603.TW1919.HK
  • HSBC·2026-10-09Sector

    688188.SH688083.SH
  • HSBC·2026-09-28Sector

    300442.SZ300454.SZ
  • HSBC·2026-09-23Sector

    2202.HK0688.HK1109.HK
  • HSBC·2026-09-23Sector

    1208.HKZIJINMINING3993.HK0358.HK1258.HK
  • HSBC·2026-09-23Sector

    0688.HK1109.HKBEKE.US
  • HSBC·2026-09-23Sector

  • HSBC·2026-09-17Sector

    002714.SZ300498.SZ000876.SZ002100.SZ002385.SZMuyuan Foods·Top pickWens Foodstuff·Top pick
  • HSBC·2026-09-16Sector

    600519.SH000568.SZ000858.SZ002304.SZ600809.SH600887.SHChina retail sales growth: actualAug 2026
  • HSBC·2026-09-16Sector

    ABBVAMGNJNJMRKNOVN.SWAZN.LBAYN.DELLYNOVO-B.COROG.SWSAN.PAAbbVie·Top pickJohnson & Johnson·Top pickMerck & Co·Top pickBayer·Top pickSanofi·Top pickEli Lilly·Avoid
  • HSBC·2026-09-16Sector

    3696.HK2228.HKInsilico Medicine·Top pick
  • HSBC·2026-09-15Sector

    GEELYBYD300750.SZNIO