Goldman Sachs: 'Overweight' China, Singapore, Indonesia Stocks

The video discusses the economic outlook for China, highlighting its recovery and potential market upside. It contrasts this with more cautious views on Korea and Taiwan due to external risks. The video also addresses inflation concerns, suggesting a defensive stance on risky assets until inflation peaks. Earnings expectations are optimistic for China but cautious for the US and other regions. Finally, it explores asset performance during recession risks, emphasizing commodities and financials.

What is the teacher's overall view on the global asset allocation in relation to equities?

What are the expectations for earnings in China as the macro recovery progresses?

What regions and assets does the teacher believe will outperform during recession risks?