5October202412:54PMSGTAsia-PacificPortfolioStrategyChinachangesthegameWeraiseChinatooverweightandincreaseourMXAPJindextargetonhigherTimothyMoe,CFAearningsandvaluations.WemakeseveralsectorallocationchangesandhighlightregionalstockswithChinaexposurealongwithourChina-specific+65-6889-1199timothy.moe@gs.comrecommendations.GoldmanSachs(Singapore)PtenWhathappened?China’scoordinatedforcefulpolicyannouncementshaveKingerLau,CFAtriggeredasignificantequityrally.TheMSCIChinaindexis+34%fromthemid-Seplowandisnow+31%ytd,oneofbestindexperformancesglobally.+852-2978-1224kinger.lau@gs.comGoldmanSachs(Asia)L.L.C.nWhydidithappen?Theequitymarket’soutsizedgainshavebeendriven...
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