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亚洲策略组合_人工智能与政策催化下的阿尔法机会-Asia Strategy Baskets_ Alpha Opportunities Around AI and Policy Catalysts
2025-09-15 01:49
12 September 2025 | 10:29PM HKT Asia Strategy Baskets Alpha Opportunities Around AI and Policy Catalysts Our strategy baskets provide investors with a unique investment platform to generate ideas and track Asian equities through macro slices, geographic exposure, styles/factors, positioning, and thematic lenses. In this update, we rebalance 46 strategy baskets, which can be tracked in real time on Bloomberg and GS Marquee. After a 34% rebound from April's low without any 4%+ pullbacks for MXAPJ, we recommen ...