Goldman Sachs Recommends Asian Equities and Commodities

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Goldman Sachs recommends Asian equities and commodities, citing further upside potential for Asian stocks after a strong first half. The firm advises diversifying into commodities due to geopolitical shocks and structural themes like AI and defense spending. North Asian markets are outperforming South Asia, driven by stronger fiscal positions, better insulation from energy shocks, and AI developments.

This outlook suggests continued investor interest in Asian markets and raw materials. The emphasis on North Asia reflects its perceived resilience and technological advancements. Since the news,

Copper has gained +0.06% on Hyperdash, while Gold has fallen -0.13%.

SourcesCNBC

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