Goldman Sachs: 80% of Asia Stock Gains From Earnings Growth, Recommends Holding North Asian Tech in H2

According to Goldman Sachs, 80 percent of Asia's stock market gains in the first half of 2026 came from earnings growth. The bank recommends investors maintain positions in North Asian technology and semiconductor stocks through the second half of the year, rather than chasing rally-lagging sectors for catch-up gains.
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