Goldman's Tim Moe on China Delisting Risk

The video discusses China's economic challenges, predicting a slowdown in GDP growth and corporate earnings. Despite this, the market is seen as forward-looking, with potential positive momentum from monetary, fiscal, and regulatory cycles. Investment opportunities are highlighted in sectors aligned with the common prosperity theme and the new economy. Additionally, Ozean is identified as having potential for economic improvement, driven by post-COVID recovery, monetary policy, and the digital economy's growth.

What is the expected GDP growth rate for China next year?

• 12.3%

• 4.8%

• 14%

• 7.8%

Which cycle is NOT mentioned as a key factor for positive market momentum in China?

• 20th Party Congress cycle

• Technological cycle

• Regulatory cycle

• Monetary and fiscal cycle

Which sector is NOT associated with the common prosperity theme?

• Hard technology

• Green economy

• Mass consumption

• Luxury goods

What is the expected percentage of the Internet sector in the ASEAN index shortly?

• 20%

• 35%

• 17%

• 6%

What is one reason for the expected improvement in ASEAN's economic momentum?

• Decline in digital economy

• Post-COVID recovery

• Reduction in bank interest rates

• Increased oil prices