2026 全球策略会议-亚洲股票策略展望Global Strategy Conference 2026 — Asia Equity Strategy Outlook

GS Asia-Pacific Portfolio Strategy 2026 Outlook: Room to run, but a tighter leash January 2026 Timothy Moe, CFA Goldman Sachs (Singapore) Pte 65-6889-1199 timothy.moe@gs.com Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 Room to run, but a tighter leash 1) An equity-friendly macro backdrop: A blend ...