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TIMOTHY MOE
India set for earnings-led comeback in 2026, foreign flows may return, says Timothy Moe of Goldman Sachs- No reason both India and China markets can’t shine at the same time; find Make in India, affluent India themes attractive: Timothy Moe
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- Indian bull market not over; Goldman Sachs aims to re-engage at the right moment: Timothy MoeTimothy Moe, Chief Asia Pacific Equity Strategist at Goldman Sachs, notes India's bull market is maturing, and the firm is eyeing re-entry ...27 Jan, 2025, 03.52 PM IST
- Goldman downgrades Hong Kong-traded China stocks, raises India“With valuations generally at fair levels relative to the macro backdrop, we expect earnings to be the main driver of returns,” strategists...13 Nov, 2023, 10.47 AM IST
- Goldman cuts target for Asian equities, sees earnings ease on China growth fearsThe Wall Street bank cut its target for MSCI's index of Asia Pacific shares ex-Japan to 555 points from 580. It expects the index's earning...25 Aug, 2023, 11.48 AM IST
- Bernstein expects a quick Nifty rebound; accumulate on dips, says Goldman SachsThe firm said a longer period of higher interest rates, lack of buffers, the risk of monsoon, and stagnant economic growth are the factors ...06 Apr, 2023, 06.06 AM IST
- Largecaps seen maintaining dominance in India in 2020Analysts expect gains in Sensex in the new year to be led by just a handful of big names.23 Dec, 2019, 12.14 PM IST
- Next compounder to be a play on growing middle class: Tim Moe, Goldman SachsFor broader index, looking at 16% growth in 2019 and 14% in 2020, says Moe.25 Apr, 2019, 02.02 PM IST
- Goldman, JPMorgan still see upside in China assets after rallyMultiple factors have helped drive the rebound in Chinese stocks this year.04 Mar, 2019, 10.03 AM IST
- Bearish Goldman of September 17 was super bullish on August 19The US-based firm has been overweight on Indian market since 2014.19 Sep, 2018, 08.20 AM IST
- India has potential to clock 6-7% GDP growth: Goldman SachsIndia will remain one of the strongest growth stories in Asia Pacific region as it has a potential GDP growth rate of around 6-7%, Goldman ...29 Apr, 2016, 05.27 AM IST
- India has a potential GDP growth rate of 6-7%: Goldman Sachs"Lots of practical reforms have taken place and they are broadly facilitating the macro growth," Timothy Moe, the chief Asia Pacific region...28 Apr, 2016, 03.37 PM IST
- Goldman Sachs overweight on Indian markets; see 15% upside in 2015Goldman Sachs joins the bandwagon of other investment banks such as Citigroup, Morgan Stanley which have reiterated their positive outlook ...03 Dec, 2014, 01.05 PM IST
- Fair amount of money waiting on sidelines, looking for opportunity in markets: Timothy Moe, Goldman Sachs"If the market was to pull back a little bit from here, there is a fair amount of money waiting on the sidelines, looking for an opportunit...29 May, 2014, 04.47 PM IST
- Looking for 17% earnings growth next year: Timothy Moe, Goldman SachsWe are looking at about 12% earnings growth this year and about 17% next year as an economic recovery begins to gather pace.01 Apr, 2014, 05.34 PM IST
- Politics playing vital role in market price formation: Timothy Moe, Goldman Sachs'We are not taking a view on parties nor on the outcome of the election. All we are doing is observing investors — both offshore as well as...08 Nov, 2013, 11.14 AM IST
- Prospects of Indian equity markets look subdued: Timothy Moe, Goldman Sachs"The recent move by PBOC in terms of reducing some limits on the floor of lending rates is an incremental step towards deregulating overall...23 Jul, 2013, 12.00 PM IST
- India has the potential to grow 8-9%: Timothy Moe, Goldman Sachs"The current range of growth rate now is 5% to 6%, which is very much at the low end of the last decade’s achieved levels. "28 Feb, 2013, 12.30 PM IST
- Earnings slope, valuation expansion can take Nifty to 7,000: Timothy Moe, Goldman Sachs"To get to 7k Nifty target would basically entail riding the underlying earnings slope and maybe having a tad valuation expansion," says Ti...25 Feb, 2013, 02.29 PM IST
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