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

How is the market expected to react to the regulatory tightening in China?

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

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

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