Latest news with #TimothyMoe
Bloomberg
16-07-2025
- Business
- Bloomberg
Goldman Sachs Remains Optimistic on AI Theme in Asia
Timothy Moe of Goldman Sachs says the firm remains "optimistic on the AI theme in Asia." He discusses his views on the region's technology sector on Bloomberg Television. (Source: Bloomberg)
Bloomberg
11-07-2025
- Business
- Bloomberg
Goldman Strategists Raise Asia Stock Targets, Upgrade Hong Kong
Goldman Sachs Group Inc. strategists raised their forecast for Asian stocks, citing a more favorable macro environment and lower tariff risk. The 12-month target on the MSCI Asia Pacific ex-Japan Index was lifted by 3% to 700, implying a 9% return in dollar terms during the period, strategists led by Timothy Moe wrote in a note Friday.
CNBC
13-06-2025
- Business
- CNBC
Goldman Sachs' Timothy Moe on market reaction to the escalation of Israel-Iran tensions
Timothy Moe from Goldman Sachs talks about oil, U.S. dollar and defense stocks in light of Israeli airstrikes on Iran.
CNBC
06-05-2025
- Business
- CNBC
Play the 'low beta' trade in China to capture alpha in choppy markets: Goldman Sachs
Goldman Sachs' Timothy Moe says U.S. tariffs targeting 'origin washing' mean domestically-oriented Chinese firms are better positioned to avoid the fallout of trade tensions.
South China Morning Post
14-04-2025
- Business
- South China Morning Post
‘Extreme' US-China decoupling could cost US$2.5 trillion in equity, bond sell-off: Goldman
A decoupling between the world's two largest capital markets could cost US$2.5 trillion in an extreme scenario, as investors from the US and China are forced to divest their holdings of equities and debt instruments, according to an analysis by Goldman Sachs. Advertisement US investors could be forced to sell nearly US$800 billion of Chinese stocks trading on American exchanges in case of a decoupling, the US investment bank's analysts led by Kinger Lau and Timothy Moe said in a report on Monday. On the flip side, China could liquidate its US Treasury and equity holdings amounting to US$1.3 trillion and US$370 billion, respectively. The sell-off was based on the assumption that US investors would be restricted by US regulations from such investments, they said. The risk of US-China decoupling has shown signs of spreading beyond trade after Treasury Secretary Scott Bessent said the option of delisting US-traded Chinese companies was on the table amid a tit-for-tat tariff war between the two nations. The Trump administration has slapped a 145 per cent duty on exports from China, while Beijing has struck back with a 125 per cent levy on all US imports and another 20 per cent on selected American goods. 'In the capital markets, equity investors are very focused on the renewed risk of Chinese ADR [American depositary receipt] delisting,' Goldman analysts said in the report. Trader Peter Michael Tuchman reacts as he works on the floor of the NYSE on Friday. Photo: Agence France-Presse Should the threat become a reality, it will affect nearly 300 companies, including some of China's biggest technology companies. As of March 7, 286 mainland Chinese companies were listed on the New York Stock Exchange (NYSE), the NYSE American and the Nasdaq, with a combined market capitalisation of US$1.1 trillion, according to the US-China Economic and Security Review Commission.
