Goldman Sachs holds a positive outlook on Asian stock markets and anticipates further growth. It has raised its 2026 earnings growth forecasts for the MSCI Asia (ex-Japan) (MXAPJ) Index from 24% to 31%, considering favorable trends in the semiconductor industry.<\/p>\n\n\n\n
It also expects earnings growth in the South Korean market to reach 120% (previously 75%) and 32% (previously 30%) in the Taiwanese market.<\/p>\n\n\n\n
Meanwhile, Goldman Sachs has increased the MXAPJ index target from 855 to 890, reflecting potential returns of 13% and 15% in USD terms and total returns, respectively. Believing returns to be more concentrated in 1H26, the broker has also lifted the 3-month and 6-month index targets to 830 and 860, respectively.<\/p>\n\n\n\n
In terms of regional allocation, Goldman Sachs has kept an Overweight rating on South Korea, China (including offshore and A-shares), and India, and has upgraded Japan back to Overweight.<\/p>\n\n\n\n
Repost: AASTOCKS<\/p>","protected":false},"excerpt":{"rendered":"
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