Goldman Sachs Strategist Moe Favors China, South Korean Stocks

The video discusses the optimistic outlook for China's market, highlighting its strong GDP growth and potential for earnings growth. It analyzes the Asian equity markets, noting seasonal trends and the potential for a stronger recovery in the latter half of the year. The focus shifts to Korea and North Asia, emphasizing Korea's market performance and the potential for a significant earnings bounce back in the semiconductor sector. The video concludes with the possibility of Korea being added to the MCI watch list for an upgrade to developed market status.

Describe the seasonal trends in market returns as discussed in the text.

What are the expectations for Korea's market performance in the near future?