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.
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