The 720: Asia Market Update

This report provides a daily outlook for Asian markets, highlighting positive growth prospects driven by tech-related capex and falling oil prices. Goldman Sachs analysts also provide specific research updates on companies ranging from Samsung Electronics to various consumer and industrial firms across Asia.

Key Takeaways

• 1.Brightening growth prospects in Asia as oil prices fall and tech spending drives strong trade surpluses.
• 2.Upgraded India's full-year GDP growth forecast by 30bp to 6.8% and slightly raised Korea's forecasts.
• 3.Strategic outlook favors Japan, Korea, Taiwan, and China A shares, while currency strategy favors short SGD/MYR and short THB/INR.

Table of Contents

• In Focus | Asia Views
• Listen Up – GS Webcasts on the Agenda
• Themes in Play | Samsung Electronics, Kuaishou, Korea Industrials, Kakao, China Education
• GS Asia Consumer & Leisure Corp Day | H-World, A-Tour, Mao Geping, Bud APAC, Yihai, Giant Biogene
• GS Events | MinebeaMitsumi, Mitsubishi Electric
• Around the world | Nebius, Commodity Views

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