Goldman Sachs Forecasts Continued Rally for Japan and South Korea After Outperforming Wall Street

Goldman Sachs has issued a bullish outlook for the equity markets of Japan and South Korea, highlighting their superior performance compared to Wall Street in 2026. The investment bank noted that these Asian markets have emerged as top performers, driven by strong fundamental factors and robust capital inflows. Analysts at Goldman Sachs expect the current rally to extend further, citing favorable economic conditions in both nations. This outperformance marks a significant shift in global equity dynamics, as investors pivot toward Asian indices for higher returns. The bank's assessment suggests that the NI225 and KOSPI indices still possess substantial upside potential for the remainder of the year. Consequently, institutional interest in regional exchange-traded funds like EWJ and EWY is expected to rise.