---
title: "Goldman Sachs raises profit forecasts and index targets for Asian stock markets, urging to increase holdings in markets such as Japan, South Korea, and China"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275865002.md"
description: "Goldman Sachs raises its earnings forecast for Asian stock markets, expecting the earnings growth of the MSCI Asia (excluding Japan) index to increase from 24% to 31% by 2026. The earnings growth expectation for the South Korean market has been raised from 75% to 120%, and for the Taiwanese market from 30% to 32%. The target for the MXAPJ index has been increased from 855 points to 890 points, reflecting a potential return of 13% to 15%. Goldman Sachs maintains an overweight rating on South Korea, China, and India, and upgrades Japan to overweight. The return outlook for ASEAN and Australia is less optimistic"
datetime: "2026-02-13T07:09:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275865002.md)
  - [en](https://longbridge.com/en/news/275865002.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275865002.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/275865002.md) | [繁體中文](https://longbridge.com/zh-HK/news/275865002.md)


# Goldman Sachs raises profit forecasts and index targets for Asian stock markets, urging to increase holdings in markets such as Japan, South Korea, and China

Goldman Sachs holds a positive outlook on Asian stock markets and expects further increases; it has raised its 2026 earnings growth forecast for the MSCI Asia (excluding Japan) Index (MXAPJ) from 24% to 31%, mainly due to favorable trends in the semiconductor industry, and anticipates a 120% earnings growth for the Korean market (up from the original forecast of 75%) and a 32% earnings growth for the Taiwanese market (up from the original forecast of 30%).

At the same time, the bank has raised its MXAPJ index target from 855 points to 890 points, reflecting a potential return in USD terms and total return potential increases of 13% and 15%; it expects this year's returns to be more concentrated in the first half, raising the 3-month and 6-month index targets to 830 points and 860 points, respectively.

In terms of regional allocation, the bank maintains an "overweight" rating on Korea, China (including offshore and A-shares), and India, and has upgraded Japan to "overweight." These markets, along with Taiwan and Malaysia, which are rated "in line with the market," have the potential to achieve mid-teens or higher returns.

However, the bank is less optimistic about the return prospects for most of the ASEAN region and Australia, indicating that active investors have potential opportunities to achieve excess returns at both the market and sector levels

### 相关股票

- [GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A (GS-A.US)](https://longbridge.com/zh-CN/quote/GS-A.US.md)
- [GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C (GS-C.US)](https://longbridge.com/zh-CN/quote/GS-C.US.md)
- [GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D (GS-D.US)](https://longbridge.com/zh-CN/quote/GS-D.US.md)
- [Goldman Sachs (GS.US)](https://longbridge.com/zh-CN/quote/GS.US.md)

## 相关资讯与研究

- [Roberts Capital Advisors LLC Has $1.48 Million Position in The Goldman Sachs Group, Inc. $GS](https://longbridge.com/zh-CN/news/278869063.md)
- [Release according to Article 40, Section 1 of the WpHG](https://longbridge.com/zh-CN/news/279624208.md)
- [Goldman Sachs lowers 10-year German bund yield forecast](https://longbridge.com/zh-CN/news/279214578.md)
- [Lehman ABS Corp Goldman Sachs Cap 1 trust pays $431,333.10 distribution to certificate holders](https://longbridge.com/zh-CN/news/279616519.md)
- [PTA-PVR: Siemens Energy AG: Release according to Article 40, Section 1 of the WpHG](https://longbridge.com/zh-CN/news/279624182.md)