Goldman Sachs forecasts a 19% return for Asia stocks in 2027, excluding Japan
Goldman Sachs expects earnings growth to drive a 19% dollar return for the MSCI Asia ex-Japan index next year, though it warned that uncertainty around artificial intelligence could generate volatility. The bank upgraded its view on China H-shares and India to "overweight" and cut China A-shares and Taiwan to "market weight" to balance its AI exposure. It kept South Korea and Japan at "overweight."
In 35 seconds
- Goldman Sachs projects a 19% dollar return for MSCI Asia ex-Japan in 2027, driven by earnings growth.
- The bank raised China H-shares and India to "overweight" and cut China A-shares and Taiwan to "market weight."
- It kept its "overweight" view on South Korea and Japan.
IASummary generated by artificial intelligence from a story by Bloomberg Línea. It may contain errors: the original source prevails.





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