Goldman Sachs' Moe on Market Strategy

The video discusses the Federal Reserve's impact on global markets, focusing on interest rate expectations and market reactions. It highlights the constructive view on US growth and its influence on Asian markets. The discussion shifts to China's growth recovery, emphasizing its accommodative policies across various sectors. The impact of the Adani report on Indian markets is analyzed, with a focus on debt exposure and market leadership shifts. Finally, the video explores the market outlook for Korea and Japan, highlighting potential recovery and sector-specific opportunities.

What are the key dimensions of policy that China is easing?

What are the expected earnings growth numbers for the MSI China index?

How do the current market conditions in India compare to those in North Asia?

What is the potential impact of the DOJ's actions on the Japanese equity market?