高盛：新加坡行程路演纪要-外资普遍看多中国 - 2025年3月

(https://publishing.gs.com) Market Insights | Markets | Interest Rates Singapore Trip Notes – March 2025 | GS EM Marketstrats We were in Singapore seeing macro and corporate clients last week, with below key takeaways: Waning US exceptionalism view dominates, and clients see DXY hard to go higher. A combination of heightened policy uncertainty concern, expensive valuations in US asset, brighter stories elsewhere (Europe and China), clients agree that there is demand to diversify away from US assets. Many cl ...