高盛:亚洲股市展望:投资者在关注什么
高盛·2025-03-25 02:20
22 March 2025 | 12:09AM SGT Asian Equity Perspectives What's on investors' minds In the past two weeks, our Asia strategy team has had meetings with investors in HK, Singapore, the US, and Europe. Conversations continue to center on tariffs, AI, China, and geopolitics, with drilldowns into the larger regional markets. We summarize the key discussion points along with our views, emphasizing noteworthy new developments. We remain constructive on Asian equities, with 9% upside to our MXAPJ 640 index target, ov ...