Global Strategy: The Post Modern Cycle – Navigating the Capex Boom [Replay]

Research evidence excerpt

Global Strategy: The Post Modern Cycle – Navigating the Capex Boom [Replay]

Goldman Sachs Global Strategy

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I, Michael Snaith, hereby certify that all of the views expressed in this report accurately reflect my personal views about the subject company or

companies and its or their securities. I also certify that no part of my compensation was, is or will be, directly or indirectly, related to the specific

recommendations or views expressed in this report.

I, Peter Oppenheimer, hereby certify that all of the views expressed in this report accurately reflect my personal views, which have not been influenced

by considerations of the firm’s business or client relationships.

Unless otherwise stated, the individuals listed on the cover page of this report are analysts in Goldman Sachs’ Global Investment Research division.

Contributing Authors: Peter Oppenheimer Goldman Sachs International, Michael Snaith Goldman Sachs (Asia) L.L.C..

Unless otherwise stated, the individuals listed in the Contributing Authors disclosure of this report are analysts in Goldman Sachs’ Global Investment

Research division.

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