Goldman Sachs Is 'Overweight' China, South Korea Stocks

The video discusses key themes for Asian equities, focusing on China's reopening and global recovery. It highlights market rotations from India and ASEAN to North Asia, particularly China and Korea. The discussion includes the tech-heavy markets of Korea and Taiwan, with Korea favored due to its link to the memory cycle. The Australian market is analyzed, emphasizing banks and resources. The energy sector is evaluated, with a focus on metals over oil stocks due to profitability trends.

What is the expected impact of the memory cycle on Korean stocks in 2023?

How does the speaker view the energy sector in relation to other commodities?