Recurring series

Asia-Pacific Weekly Kickstart

Finvaulta tracks 9 editions of Asia-Pacific Weekly Kickstart from Goldman Sachs, published between May 10, 2026 and September 5, 2026. Each edition is summarized on its own page.

Latest edition · September 5, 2026

Asia Pacific Weekly Kickstart MXAPJ closed flat for a second straight week amid higher bond yields, and rising oil prices

Goldman Sachs maintains a constructive stance on Asian equities following the 3QTD correction, raising its 12-month MXAPJ target to 1,120 (26% upside) on tech-driven earnings growth. The strategists favor North Asia (Japan, Korea, China A, Taiwan) and highlight derivative overlay strategies amid near-term macro and geopolitical volatility.

In this Asia-Pacific Weekly Kickstart, Goldman Sachs raises its 12-month MXAPJ index target to 1,120 (26% price upside and 29% total return), supported by robust tech-driven earnings growth in Korea and Taiwan, attractive valuations, and cleaner investor positioning. While regional markets were flat week-to-date amid oil price rises and bond yield volatility, the team's RADaR model shows materially reduced drawdown risk following recent sell-offs. Goldman remains Overweight on Japan, Korea, China A, and Taiwan, as well as Tech Hardware & Semis, Capital Goods, Health Care, and Non-AU/CN Banks. The report also highlights passive flow implications from upcoming FTSE China/Taiwan index reviews, solid 2Q earnings results (+102% yoy net profit growth), and derivative structures for upside participation.

Read the latest edition in full

Key takeaways from the latest edition

1.Goldman Sachs raised its 12-month MXAPJ index target from 1,080 to 1,120, implying 26% price upside and 29% total return, underpinned by strong tech-led earnings growth in Korea and Taiwan.
2.North Asia remains heavily favored with Overweight ratings on Japan, Korea, China A, and Taiwan; preferred sectors include Tech Hardware & Semis, Capital Goods, Health Care, and Ex-AU/CN Banks.
3.Regional Asia Drawdown Risk (RADaR) model signals materially reduced downside risk following the recent 3QTD correction, while the ERLI indicator points to sustained earnings upgrades at a moderating pace.

What this series covers

Charts of the Week
Charts of the Week: Into the home stretch
Charts of the Week: FTSE China and Taiwan Index Review (September 2026)
Charts of the Week: Earnings Revisions Leading Indicator & Regional Asia Drawdown Risk Model
Charts of the Week: CY2Q/1H26 Earnings Review
Charts of the Week: Korea & Taiwan Leveraged ETFs Update
Asia Regional Market/Sector Summary & Scorecard
Our Views, Allocations and Trade Ideas
Goldman Sachs Global Macro Forecasts
Upcoming Catalysts and Events
Performance Snapshot: Regions, markets, commodities, FX and rates
Performance Snapshot: Regional sectors, slices, themes factors
Relative Performance of Asia Macro Slices
Relative Performance of Asia Pacific Sectors
Style Monitor: Long/Short Performance of Asia Styles
Leaders & Laggards
Earnings Revisions and Sentiment
Valuations in Context
MSCI market and local index valuations (based on bottom-up consensus median estimates)
MXAPJ sector and macro slice valuations (based on bottom-up consensus median estimates)
Fund Flows and Liquidity
Equity Risk, Volatility and Correlation
Policy Risk Indicators
Tracking Regional Macroeconomic Indicators
Macro Data Summary

Edition archive

Series at a glance

Editions tracked: 9
First edition: May 10, 2026
Latest edition: September 5, 2026

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