Goldman Sachs' Moe on Global Markets

The video discusses the short and long-term prospects of the Chinese market, highlighting a potential 15-20% upside despite recent rallies. It compares A and H shares, emphasizing strategic importance and government policy alignment. The video also explores key themes affecting Asian markets in 2023, including China's reopening and macroeconomic pivots. It discusses market rotation opportunities in North Asia, particularly Korea, and analyzes Taiwan and India's market potential. Finally, it identifies short-term market indicators, focusing on COVID developments and vaccine approvals.

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How does the text describe the current valuation of the Indian market?

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