外资交易台：周末市场观察。 --- Weekend Thoughts_

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 ...