Goldman Has Downgraded Asia Earnings-Growth Estimates: Moe

The video discusses the impact of US-China trade tensions on market growth and valuations, particularly in Hong Kong and the broader region. It highlights the challenges investors face due to uncertainties and the potential for policy support to mitigate negative effects. The analysis includes growth estimates, market sentiment, and the likelihood of a trade resolution before the US presidential election.

How do the current valuations reflect the market's outlook on growth?

What changes have been made to the baseline view regarding the trade deal between the United States and China?

What are the expected impacts of trade tensions on China's economy according to the text?