亚太投资组合策略：亚洲股票市场每日更新

29 December 2025 |7:03PM SGT The MXAPJ Inex rose O.4% tocay. Korea and Taiwan markets outperformed, whileThailand and Hong Kong markets underperformed, within MXAPJ sectors, Info Tech For a cetailed analysis, please see Asian Equity Perspectives: A global investor pulsecheck, Dec 5, 2025 Asian markets at aglance Markel valuations Souroe: Fzctset, MSCI. Goldman Sachs Glotal Investmert Research Source: F:ctSet, MSC1, Goldman Sach; Glot:al lnvestmert Research Source: FactSet, MSCI, GolitFesearc Japan in a nutshell Source: FactSet, MsCI, Golciman Saths Global Inwes:ment Researth Souroe: Fsctset, MSCI. Gol:man Sachs Glotal Investmert Research Performance and correlation healrnap Market breadth and baskets performance 加QQ摄cnt Research Macro environment and financial conditions Sourt- 1SFG Dxla & Anslytits, Goklmsi Sat frs Globalaenl eseattfi Soxtce: Goldman Sx.ls Clolbal lnvestmeri, Research Earnings revisions of regional markeLs and seclors Sourc: FactSet, (/B/E/5, M5Cl 5ource:Fzctset I/E/E/S, MSCI Source: FactSet, (/3/E/5, M5CI Source: FactSet, I/B/E/S, VSCI