• TRM (USD/COP)COP 3,316.70 +0.45% +COP 14.79Colombia's official exchange rate (Financial Superintendence), valid Nov 14 to Nov 17
  • EuroCOP 3,665.63 +0.45% +COP 16.34Reference: TRM crossed with the European Central Bank rate of Nov 13; not the market quote
  • Mexican pesoCOP 178.38 +0.44% +COP 0.79Reference: TRM crossed with the European Central Bank rate of Nov 13; not the market quote

Goldman Sachs forecasts a 19% return for Asia stocks in 2027, excluding Japan

FinanceInternationalBloomberg LíneaAI summary
Image: Bloomberg Línea

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.
Read the full story at Bloomberg Línea

IASummary generated by artificial intelligence from a story by Bloomberg Línea. It may contain errors: the original source prevails.

Comments

Be respectful. Comments reported by several people are hidden until a moderator reviews them.

You do not need an account to read, only to comment. Sign in with a code sent to your email or with your Google account. We only show the name you choose, never your email.

    Keep reading