Goldman's Tim Moe on Upgrading China

The video discusses China's economic challenges, predicting a slowdown in GDP and corporate earnings. Despite this, the market is seen as forward-looking, with potential positive momentum from monetary, fiscal, and regulatory cycles. Key investment areas include sectors aligned with the common prosperity theme and the new economy. Additionally, Ozean is highlighted for its improving economic momentum and digital economy growth, making it a promising investment opportunity.

What is the expected GDP growth rate for China next year?

• 7.8%

• 10%

• 4.8%

• 14%

Which cycle is NOT mentioned as a key factor for positive market momentum in China?

• Technological cycle

• Regulatory cycle

• Monetary and fiscal cycle

• 20th Party Congress cycle

Which sector is associated with the common prosperity theme?

• Tourism

• Real estate

• Hard technology

• Luxury goods

What percentage of the ASEAN index is made up by banks?

• 10%

• 35%

• 50%

• 20%

What is the current percentage of the Internet sector in the ASEAN index?

• 0%

• 6%

• 17%

• 25%