高盛：亚洲股票观点_股市将如何应对关税征收与利率宽松

Asian Equity Perspectives How will equity markets respond to tariff imposition and easing rates? Tariff imposition and easing monetary policy are likely to be important macro influences on Asian equity markets in 3Q. We continue to expect a moderately positive beta environment and emphasize alpha ideas, notably where idiosyncratic aspects improve risk/reward. We expect a 9% USD 12m price return, emphasize North Asian markets (China, Japan, Korea) and raise sector economic beta. Timothy Moe, CFA +65-6889-119 ...