Goldman Sachs Strategist Moe Favors China, South Korean Stocks

The video discusses the optimistic outlook for China's market, highlighting its strong GDP growth and potential for earnings growth. It analyzes the Asian equity markets, noting seasonal trends and the potential for a stronger recovery in the latter half of the year. The focus shifts to Korea and North Asia, emphasizing Korea's market performance and the potential for a significant earnings bounce back in the semiconductor sector. The video concludes with the possibility of Korea being added to the MCI watch list for an upgrade to developed market status.

What is the projected GDP growth for China for the full year?

• 5.5%

• 4.5%

• 7%

• 6%

According to historical data, which quarter typically shows the worst market returns?

• Fourth quarter

• Third quarter

• Second quarter

• First quarter

What is the expected trend for China's market returns compared to the rest of the region?

• Unpredictable

• Better than the rest of the region

• Similar to the rest of the region

• Worse than the rest of the region

What is the expected earnings growth for Korea's semiconductor companies next year?

• 50%

• 60%

• 40%

• 30%

What potential change could benefit Korea's market status?

• Inclusion in a new index

• Upgrade to developed market

• Removal from the MCI watch list

• Downgrade to emerging market