Episode 61: 'Peak Momentum' and a New Phase for Asian Stocks
07 APR 2017 - Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached “peak momentum.” While that could mean more modest returns for equity investors going forward, there is still value to be found in Asia, he argues, most notably in China.
This podcast was recorded on April 3, 2017.
All price references and market forecasts correspond to the date of this recording.
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