Goldman's Koul on Fed Hike, Asia Markets

The video discusses the impact of the Fed's rate decisions on tech and bond markets, highlighting the maturing rate cycle's positive effect on the tech sector. It emphasizes China's influence on regional tech, with cheaper valuations and strong profitability. The US faces rate and credit shocks, affecting global markets, while a weaker dollar benefits Asian equities. US inflation and growth are expected to decline, pressuring US equities, but Asian markets, driven by China's recovery, show resilience. However, historical data suggests Asian markets may still be affected by US corrections.

What are the implications of US inflation and growth trends on US equities?

How does the speaker assess the resilience of Asian markets compared to US markets?

What is the expected earnings growth for China according to the speaker?