Goldman Sachs Recommends Staying with Asia's Winners and Diversifying Into Commodities
Goldman Sachs maintains an overweight stance on Asian equities, particularly in North Asia including South Korea, Taiwan, Japan, and China. The bank highlights structural themes like AI infrastructure, power generation, defense spending, and capital-intensive industries as key drivers of market performance. It also advises continued diversification into commodities such as copper and gold due to long-term demand trends.
Tickers: $GS
Topics: AI infrastructure commodities equity markets geopolitical risk