Weekend Thoughts. 周末思绪 05/53. Equity polls, Indon downgrade, KOSPI Week. 05/53。股市⺠调、印尼评级下调、KOSPI 周报。 Past notes: 往期笔记： 4/53. 2026 EQ themes. 4/53。2026 年股市主题。 2/53. Happy new year. 2/53。新年快乐。 Busy week for us in Goldman Asia. Our flagship Global Macro Conference in HK saw ~4000 participants attending and atmosphere was energetic and engaging. Client conversations generally point to a constructive outlook even as markets took a breather in 2H of week. On GS Prime books global equities were net sold for the fi ...

17 December 2025 | 12:40PM HKT Portfolio Strategy Research ASIA STRATEGY BASKETS Focusing on Value Cyclicals, AI, and Policy-Driven Themes 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 50 strategy baskets, which can be tracked in real time on Bloomberg and GS Marquee. Top Basket and Thematic Ideas Alvin So, CFA +852-29 ...