Goldman's Tim Moe on Upgrading China

The video discusses China's economic challenges, predicting a slowdown in GDP and corporate earnings. Despite this, the market is seen as forward-looking, with potential positive momentum from monetary, fiscal, and regulatory cycles. Key investment areas include sectors aligned with the common prosperity theme and the new economy. Additionally, Ozean is highlighted for its improving economic momentum and digital economy growth, making it a promising investment opportunity.

What are the three key cycles mentioned that could influence China's economic momentum?

How is the market expected to react to the regulatory tightening moderation?

What sectors are anticipated to benefit from the common prosperity theme in China?

What are the reasons for the expected improvement in the Asian economy next year?

How is the digital economy expected to impact the investment landscape in Asia?