Weekend Thoughts

Goldman Sachs raises the KOSPI price target to 9000 and maintains a strong overweight on North Asian equities despite pushing back Fed rate cut expectations to late 2026.

Key Takeaways

• 1.The price target for the KOSPI has been raised to 9000, driven by +300% index earnings growth.
• 2.Fed rate cut expectations have been pushed back to December 2026 and March 2027.
• 3.A strong preference remains for North Asia (Japan, China, Korea) over South Asia.

Table of Contents

• 1/ Fed cut pushed back.
• 2/ KOSPI 9000.
• 3/ Asia: Stay the Course.
• 4/ India. Still no love.
• 5/ Oil stock take.
• 6/ Global Best Ideas.
• 7/ Bonus chart.

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