Broker Research: Sector, Macro and Strategy Notes

Nomura·2026-11-03Macro

USD/CNY fixing: projection2026-11-03

Nomura·2026-11-02Sector

TENCENT BABA

Nomura·2026-11-02Macro

Korea retail net purchases of US portfolio assets: slowedweek to 30 Oct 2026

Nomura·2026-11-02Macro

Share buyback relending rate: cutNov 2026

Nomura·2026-11-02Macro

USD/CNY fixing projection: forecast2026-11-02

Nomura·2026-11-02Sector

SKHYNIX SMSN AMZN GOOGL META MU ORCLMemory semiconductors·Overweight

Nomura·2026-11-01Sector

6990.HKLLY MRKNOVN.SW

Nomura·2026-11-01Macro

PBoC overnight reverse repo rate: set2026-11

Nomura·2026-11-01Sector

GEELY BYD LI NIOXPEV.USChina autos·Underweight

Nomura·2026-11-01Macro

Nomura·2026-10-31Macro

Nomura·2026-10-30Sector

300308.SZ688183.SHAMZN

Nomura·2026-10-30Macro

US real GDP growth: 3.4% q/q saar3Q26Fed policy: hike in December, then hold through 20272026-12

Nomura·2026-10-30Sector

SKHYNIX SMSN AMZN GOOGL META MSFTMemory semiconductors·Overweight

Nomura·2026-10-30Macro

USD/CNH: short, target 6.50end-Dec 2026

Nomura·2026-10-30Macro

China real GDP growth: 4.0% (consensus 4.4%)2027China official manufacturing PMI: 49.8Oct-26China CPI inflation: 0.8% y/yOct-26

Nomura·2026-10-29Macro

USD/CNY fix projection: 6.660729 Oct 2026

Nomura·2026-10-29Thematic

GOOGL

Nomura·2026-10-29Macro

China shipbuilding new orders: 175.29mn DWT1Q-3Q26

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

USD CNY fix model: Projection: 6.6502

China Internet & New Media: WorkBuddy accelerates cross-product integration

FX Insights: Inflows into US equities slowed during recent sessions with a large US-led tech selloff

Asia Insights: China: A shift to market-defending mode

USD CNY fix model: Projection: 6.6611

Global Memory: Is data center unprofitable? No, it is very profitable

China healthcare: MNCs’ Sept-quarter results read-through (2)

Asia Insights: China: PBoC formalizes the shift to overnight OMO

China Auto EV: Oct-26: Similar sales situation as Sep

Asia Chart Alert : China: Developers’ contract sales continued to decline in October

Asia Insights: China: PMIs fell in October

Global AI Trend Tracker: Amazon’s 3Q26 earnings read through

US Economic Weekly: Warsh’s hawkishness goes out the window

Global Memory: Big tech tells:

Strategy Trade: --HOT-- Short USD CNH: Raise conviction level to the maximum of 5 5

Key focus and themes: Tech lead sell-off in the USD

Asia Insights China monthly: October data preview

USD CNY fix model Projection: 6.6607

Global AI Trend Tracker: Alphabet’s 3Q26 results read-through

Asia Insights China: Beijing widens its shipbuilding lead as maritime disruption reshapes demand