Report published August 12, 2026
Asia-Pacific Portfolio Strategy: Goldman Sachs Asian Equity Market Daily Update (August 12, 2026)
Source and citation context
- Issuer
- Goldman Sachs
- Report date
- August 12, 2026
- Analysis as of
- August 11, 2026
Authors / editors: Timothy Moe, CFA (Analyst), Alvin So, CFA (Analyst), Sunil Koul (Analyst), Kinger Lau, CFA (Analyst), John Kwon (Analyst), Amorita Goel, CFA (Analyst)
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
The MXAPJ Index ended flat, with divergence seen across regional markets and sectors. Korea and Singapore led gains while Indonesia and Thailand lagged.
Key Takeaways
- 1.The MXAPJ Index remained flat; Korea and Singapore markets outperformed while Indonesia and Thailand underperformed.
- 2.Health Care and Information Technology sectors led market performance within the MXAPJ, while Communication Services and Industrials lagged.
Table of Contents
- Market valuations
- Japan in a nutshell
- Performance and correlation heatmap
- Fund Flows and Liquidity
- Market breadth and baskets performance
- Macro environment and financial conditions
- Earnings revisions of regional markets and sectors
Report data
Asian equities are now trading at a large valuation discount vs. the US and Europe — as of August 11, 2026.
| Metric | Estimate | Context |
|---|---|---|
| MXAPJ Index YTD Performance | 19.9% | USD price return |
Reports in this series
Asia-Pacific Portfolio Strategy is shown in chronological order through this edition, published on August 12, 2026.
Part of the Asia-Pacific Portfolio Strategy series — view all 12 editions
Looking for the latest edition? Asia Pacific Portfolio Strategy Asian equity market daily update(94) (Sep 10, 2026)
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Authors / Editors
Reported Data Context
- MXAPJ Index YTD Performance: 19.9 % (YTD 2026) · Source: Goldman Sachs Global Investment Research
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