Goldman Sachs: The profit from the heavy asset stock is expected to lead to a “long-lasting war” in which the upswing in capital flows turns

On 7 July, Goldman Sachs strategists argued that capital-intensive companies were expected to hand over robust profit responses in the current financial season, further winning light assets that were more dependent on human or digital assets. “The world of investors' strategic importance for physical assets, infrastructure and industrial capacity recovery is still under-configured.”