Goldman Sachs 2019 Equity Outlook

The video discusses market trends and earnings growth projections for Asia, highlighting the differences between US and consensus views on margins. It analyzes market valuations, focusing on China, which is seen as undervalued with potential due to MSCI inclusion. The impact of trade tensions on markets is explored, with China stocks expected to benefit from any resolution. Insights into the Indian and Korean markets are provided, noting India's high valuation and Korea's optical cheapness due to mega caps.

What is the expected earnings growth for the region next year?

What does the consensus think about margins for next year?

What is the fair value P/E multiple suggested for the region?

What are the main reasons for considering China as a top market recommendation?

What is the significance of the northbound connect flows mentioned in the text?

What challenges are mentioned regarding the Indian market?

What factors are contributing to the perception of Korea being cheap?