Goldman Sachs's Moe: Overweight China A-Shares, Offshore

The video discusses the impact of rising interest rates on equity valuations, with a focus on the US and Asian markets. It covers the current earnings season, noting trends and expectations, particularly for Chinese companies. The video also compares monetary policy cycles in China and the US, highlighting China's easing stance versus the US's tightening. Finally, it explores the implications of US-China policy divergence on market performance and investor sentiment.

What are the expectations for earnings growth in the upcoming year as mentioned in the text?

How does the performance of the Chinese market compare to the US market this year?

What factors could potentially improve investor sentiment in the Chinese market?