Asia Pacific Portfolio Strategy Asian equity market daily update

Portfolio Strategy Research 6 August 2026 | 8:01PM SGT

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 1.7% today. Singapore and Thailand markets Timothy Moe, CFA | outperformed, while Korea and Hong Kong markets underperformed. Within MXAPJ Goldman Sachs (Singapore) Pte

sectors, Energy and Health Care led while Info Tech and Comm Serv lagged. MSCI Alvin So, CFA | Japan was flat today. Goldman Sachs (Asia) L.L.C.

Sunil Koul For a detailed analysis, please see Korea: Positive strategic view intact despite sharp | Goldman Sachs International drawdown, Aug 4, 2026. Kinger Lau, CFA | Exhibit 1: The MXAPJ index has gained 19.1% YTD after gaining 27% in 2025, particularly Goldman Sachs (Asia) L.L.C.

led by Korea and Taiwan markets while dragged down by Indonesia, China, and India. John Kwon Sectorally, Info Tech and Industrials are leaders in 2026. | 2026 YTD 2026 YTD Goldman Sachs (Singapore) Pte 2025 USD 2026 FX Daily USD Index price return LOC price Impact USD price Amorita Goel, CFA return return price return | Goldman Sachs (Singapore) Pte MXAPJ 26.8% 20.1% -1.0% 19.1% -1.7% MXAPJ ex Korea ex Taiwan 16.2% -0.5% -0.7% -1.2% -0.6% By MSCI markets Indonesia -6.8% -32.1% -4.7% -36.8% -0.4% China (MXCN) 28.1% -7.5% -0.7% -8.2% -1.2% India 3.0% -2.6% -5.5% -8.1% -0.2% China-A (CSI300) 21.8% 0.5% 2.1% 2.5% -0.1% Malaysia 10.6% 4.2% -0.8% 3.4% -0.6% Hong Kong 29.3% 5.4% -0.8% 4.6% -2.1% Philippines -2.6% 10.9% -3.6% 7.3% -0.4% Australia 10.9% 8.8% 6.1% 14.9% 0.1% Japan 22.1% 19.1% -0.8% 18.3% -0.2% Singapore 26.9% 19.0% 0.4% 19.3% 1.0% Thailand 3.1% 28.0% -6.0% 22.0% 0.9% Taiwan 36.2% 58.7% -4.3% 54.4% -0.9% Korea 96.6% 65.9% 1.7% 67.5% -5.9% By MXAPJ GICS 1 sectors Comm Serv 37.3% -15.2% -1.1% -16.2% -1.8% Cons Disc 13.2% -5.2% -1.8% -7.0% -1.5% Energy 14.5% -0.3% -1.3% -1.5% 1.1% Cons Stap 1.8% 2.1% -3.4% -1.3% 0.2% Utilities 1.8% 1.4% -2.1% -0.7% -0.9% Health Care -0.3% 2.5% -2.2% 0.2% 0.5% Real Estate 7.1% 2.7% 0.9% 3.6% -1.2% Financials 20.8% 9.0% -0.2% 8.8% -0.2% Materials 31.9% 11.8% 1.1% 12.9% 0.2% Industrials 29.2% 12.8% 1.4% 14.2% -1.8% Info Tech 50.7% 56.7% 5.5% 62.3% -3.2%

Source: Bloomberg, FactSet, MSCI, Goldman Sachs Global Investment Research

Report priced as of Aug 6, 2026, 3:30pm HKT.

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to

Goldman Sachs Asia-Paci昀c Portfolio Strategy

Exhibit 2: MSCI Asia-Paci昀c market indices valuation and potential return

Source: LSEG Data & Analytics, FactSet, MSCI, Goldman Sachs Global Investment Research