Goldman Sachs Reveals 2025 Investment Playbook for China, India and Japan

Goldman Sachs equity strategist Timothy Moe discusses the firm’s 2025 investment playbook for the top Asia Pacific markets, including China, Japan and India. He speaks with Haslinda Amin on Bloomberg Television.

00:00 Position on Chinese equities
06:44 Views on Japan
09:19 Outlook for Indian stocks
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31 Comments

  1. The whole point of wealth for me is freedom. My magic number in my mind is 5 million needed at 65 to not worry about anything. Am i better off investing a good portion of my income into stocks or real estate to achieve this goal?

  2. As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make over $400k like some people are this season.

  3. Don't invest in India.. current situation is not so good..

    High taxes, consumption slowdown are key challenge here.. I think China is undervalued currently and at attractive valuations whereas India is still Overvalued…

    I m Indian although ❤ but what is right is right

  4. Dividend investing is my jam! I'm building wealth with a buy-and-hold strategy in my Roth account, featuring rockstars like Berkshire B stock, SCHD, and S&P 500 and total market ETFs. My taxable account is also getting in on the action, generating regular income through dividend-paying stocks. It's a winning combo that's helping me achieve my financial dreams!

  5. As long as BJP is in power in India, we are doomed. They give away freebies to buy votes from the Labour class and tax the middle class astronomically. Im sure one of those blimd BJP supporter will get triggered after reading this comment which is factual

  6. I totally agree 😂 freebies politics in India making people sick … from AAP BJP TO CONGRESS all just want to buy foolish people and people donot have any other option…. rather than freebies India need to invest more in R&D…. free education or use tax money to give more free health facility but what indian getting hate language religion caste discrimination reservation joke but no focus on qulity control or technology. India service base companies think they will enjoy their money power in world where technology matter more than services now…. USA SK JAPAN AND CHINA dominant in tech EV TO FUTURE bec they focus on advance tech manufacturing growth work life balance wealth economy security and future partners where as India only joke ….. no proper management only ego or hate corruption scam by high officials and no knowledge of data war.

  7. It is a brand new year and i need to take my investment journey seriously. I hear people talk about a bull run in the financial market and I just recently sold a home. Do you suggest I utilize a financial advisor on stocks to buy, or can I do it on my own?

  8. Honestly this is the worst pitch for Chinese investment vehicles I've ever heard. He starts off by saying "It's not impossible to invest here" then starts listing states that have banned investing in China. I wouldn't be caught by the CCP investing in the Chinese market.

  9. As a newbie about to invest, you must have these four things in mind

    1. Have a long term mindset.

    2. Be willing to take risk.

    3. Be careful on money usage, if you're not spending to earn back, then stop spending.

    4. Never claim to know – Ask questions and it's best you work with a financial advisor @whuatrades

  10. Given the uncertain economic conditions and heightened global tensions, I'm considering investing over $800k in stocks. However, I'm uncertain about how to minimise potential risks.

  11. Despite the crash, I Hit 12k today trding. Started last month 2025. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Louise O'Brien for helping me achieve this.