North Asian markets are outperforming those in the south of the continent, thanks to tougher insulation from energy shocks, stronger fiscal ability and AI developments, according to a senior Goldman Sachs strategist. North Asian markets have "greater buffer stocks" and can afford to pay a higher price for oil and gas, compared to South Asia, which has "much fewer buffers and doesn't have the ability fiscally to offset the pass-through of higher energy prices to the economy," said Tim Moe, Chief