Timothy Moe

Timothy Moe, Chief Asia-Pacific equity strategist at Goldman Sachs, dives into the promising outlook for Asian markets. He highlights how geopolitical tensions are turning into investment opportunities, particularly in technology and manufacturing. Moe believes Asian equities, especially in Korea and India, will outperform the US and Europe through 2026. He predicts significant growth in sectors like semiconductors and shipbuilding, while also addressing the potential pitfalls in AI investments. His insights provide a compelling roadmap for smart investors.