Equities Still the Place to Be: Goldman’s Moe

The video discusses the impact of the OPEC shock on global markets, highlighting the strong performance of the US and the challenges faced by Asia. It explores inflationary pressures and central bank outlooks, emphasizing the importance of equities. The video also analyzes China's market strategy amidst regulatory concerns and examines growth prospects across Asia, particularly in India and Indonesia. Finally, it addresses the implications of regulatory actions on market dynamics, focusing on the DD and Hang Seng indices.

How has the performance of Asia compared to the US in the first half of the year?

What factors are influencing the expected returns in the second half of the year?

What are the implications of the OPEC shock on inflation and central bank outlook?

What strategies are suggested to take advantage of upstream versus downstream market dynamics?

What is the current sentiment regarding the Chinese market and its regulatory environment?

How do the COVID-19 outbreaks in South Asia affect economic recovery expectations?

What are the potential risks and rewards associated with the current market conditions?