Goldman Sachs APAC Conviction List July Update: Goodman Enters, Data Center Investment Wave Emerges

Goldman Sachs' latest Asia-Pacific conviction list sees significant changes with Goodman Group's successful inclusion driven by its data center strategic transformation, while four traditional companies are removed. The report reveals explosive growth potential in AI-driven data center demand, with a projected 28% CAGR from 2024-2030. Meanwhile, Chinese private enterprises are experiencing a "comeback" moment, with improving policy environment and valuation recovery creating new structural opportunities for investors.

Om Podcasten

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.