Goldman Sachs's Koul Likes Indonesia, Singapore, China A-Shares

The video discusses the focus on domestic versus global markets, highlighting preferences for ASEAN and China iShares while being cautious about North Asia. It examines the potential impact of China's Party Congress on market conditions, noting no major policy changes but possible positive signals. Valuation risks in Asia, particularly in India, are explored, with concerns about slowing growth, higher rates, and a strong dollar. The video also covers consumer trends, sectoral positioning, and challenges faced by Korea and Japan due to currency issues and export slowdowns. Finally, it assesses India's market potential amid high valuations and macroeconomic concerns.

What are the implications of the higher frequency data trends observed in Korea?

What are the expected earnings growth trends for India over the next three to five years?

How does the teacher assess the current market valuations in India compared to its historical context?