Investing in Asia is no longer a one-size-fits-all proposition, with opportunities increasingly diverging across markets, sectors and themes, Goldman Sachs says in its latest report. Regional market capitalisation has climbed to nearly $50 trillion, making Asia the world’s second-largest equity bloc. Technology is driving this shift, with Taiwan and Korea emerging as dominant markets and information technology accounting for about 44% of index capitalisation and earnings. Goldman Sachs expects a powerful earnings cycle, forecasting 34% annual earnings growth during 2026-28, fuelled by AI-driven semiconductor demand and massive hyperscaler spending. It sees further upside as investors recognise Asia’s evolving, tech-centric growth story.
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