Three Themes to Watch in Asian Equity Markets

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.