Three Themes to Watch in Asian Equity Markets

Published on15 FEB 2017

The 2017 outlook for Asian equities “remains constructive” in the eyes of Goldman Sachs Research’s Tim Moe, despite risks from potential trade disruption and India’s demonetization. Moe, the chief Asia-Pacific equity strategist for GS Research, anchors his view on the global reflation trend and subsequent improvements in Asian corporate profits, which stagnated for six years before beginning their recent upturn. 

The evidence is crystal clear that the global industrial cycle is turning upwards. And that, too, is manifesting in Asia, but more interestingly from an equity market perspective, that’s filtering down to the corporate profit level.

- Tim Moe

Tim Moe
Chief Asia-Pacific equity strategist, Goldman Sachs Research