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Goldman Sachs' Timothy Moe Warns Japan Equities Risk Tactical Correction, But Maintains Bullish View on Structural Fundamentals
svmuu.com03/08/2026 23:54
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Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe discussed Japan's macroeconomic environment following recent currency market intervention. He warned that Japanese stocks risk a tactical pullback, but noted that corporate earnings will likely remain intact and maintained a bullish view on structural market fundamentals.
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