'Peak Momentum' and a New Phase for Asian Stocks

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.

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Release date

Lydbog: 7. april 2017