14 February 2025 | 10:36PM SGT Asia-Pacific Weekly Kickstart MXAPJ rose 1.5%, led by China/HK markets and Soft Tech-related sectors further, despite US tariff concerns and continued outflows in EM Asia MXAPJ rose 1.5%, led by China offshore (+7%), Hong Kong (+4%) and Korea (+3%), while India (-4%) and Taiwan (-3%) underperformed. Consumer Retail, Internet, Media & Ent. & Telecom led Energy, Tech Hardware & Semis and Healthcare. EM Asia experienced foreign outflows amounting to US$3bn, most in India (-US$1.3 ...

3 January 2025 | 10:45PM HKT The Asia credit market began 2025 in similar fashion to the end of last year, as investors continued to search for yield and Asia HY outperformed, though after a strong spread performance in 2024 and with valuation at expensive levels, we believe many are adopting a wait-and-see approach. Trade tariff concerns, worries surrounding the strength of the Chinese economy and lack of fund in"ows are all reasons to pause. We maintain our preference for Asia IG over HY, given their more ...

6 January 2025 | 7:01PM JST Asia Technology Outlook 2025 Three focus points, five investment themes; highlighting 25 Buy names Three focus points and five investment themes for 2025: In this report, we outline the key focus points for the Asia technology sector this year and our preferred stocks. Similar to 2024, for 2025 we focus on: (1) US-China trade friction and geopolitics, (2) the strength of cyclical recovery after inventory adjustments, and (3) the next stage of AI evolution. In early 2025, we expec ...

5 January 2025 | 10:14PM HKT Asia Economics Analyst Ten questions for 2025 Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Andrew Boak, CFA +61(2)9321-8576 | andrew.boak@gs.com Goldman Sachs Australia Pty Ltd Kenneth Ho +852-2978-7468 | kenneth.ho@gs.com Goldman Sachs (Asia) L.L.C. Goohoon Kwon, CFA +852-2978-0048 | goohoon.kwon@gs.com Goldman Sachs (Asia) L.L.C. Akira Otani +81(3)4587-9960 | akira.otani@gs.com Goldman Sachs Japan Co., Ltd. Hui Shan +852-2978-6634 | hui.shan@ ...

Industry Investment Rating - The report highlights a strong potential for growth in the AI robotics sector, particularly in Asia, with significant advancements expected in the coming decades [10] Core Viewpoints - The next wave of AI is physical AI, with robotics being a key focus, especially in Asia [2] - Asian tech companies have a unique advantage in hardware, which positions them well to lead in the development of AI-powered robotics [3][8] - Government support and subsidies in China are driving advancements in robotics, making the region a leader in this field [4] - Despite skepticism, the rise of AI robotics is inevitable, and Asia is likely to be at the forefront of this development [7][9] Industry Overview - Asian tech leaders are moving beyond chatbots and software, focusing on integrating AI into physical robotics [2] - The region has a historical strength in hardware, which complements the development of AI robotics [3] - China, Japan, and South Korea dominate the robotics patent landscape, with China holding 78% of all robotics patents over the past 20 years [10] Market Applications - AI robotics is being applied in various sectors, including food preparation, cultural preservation, and industrial automation [5] - Japan is expected to lead in deploying automation technologies due to its aging population and shrinking workforce [10] - Asian companies are adept at finding practical market applications for AI technologies, as seen in Sony's success with consumer electronics and robotics [11] Future Projections - By 2035, there will be 1.3 billion AI robots globally, increasing to 4 billion by 2050, with a significant portion of this growth coming from Asia [10] - The integration of AI into robotics is seen as a catalyst for practical and real-world applications, moving beyond the hype of chatbots [11] Regional Advantages - Asia's tech ecosystem, particularly in China, benefits from government support and subsidies, which are accelerating advancements in robotics [4] - The region's historical expertise in hardware and its ability to adapt and innovate with AI technologies give it a competitive edge in the global robotics market [3][8][11]

A I A F 亚洲艺术品金融商学院 Asia Institute of Art & Finance 中国艺术品金融市场发展蓝皮书 (2024) | --- | --- | |---------------------------------|-------------| | | | | 亚洲艺术品金融商学院 | | | Asia Institute of Art & Finance | | | | | | | | | T (86)021-6859 9606 | | | 上海市黄浦区中山东二路 | 58 号，外滩 | | | | soho-A座-301室 主编：范勇 | --- | --- | |-------------------------|----------------------| | | | | 副主编：韩宗佳 邱家和 | | | 学术顾问：丁方 张正霖 | 赵力 范晓曼 彭倩 | | 撰写人：孙咪娜 沈诗雨 | 姚百惠 | | 校审：袁玥 | | 2024 中国艺术品金融市场发展蓝皮书 中国艺术品金融市场发展蓝皮书 （2024） 2024 中国艺术品金融市场发展蓝皮书 3.亚洲市场交易中心的形 ...