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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMSCI China is priced like 'an entire state-owned enterprise': Goldman SachsCaesar Maasry, Head of EM Cross-Asset Strategy at Goldman Sachs says poor investor sentiment in the Chinese market is linked to political uncertainties and weak fundamentals.
Persons: Goldman Sachs Caesar Maasry, Goldman Sachs Organizations: Goldman Locations: China
China faces severe real estate woes, deflation, and an exodus of global investors. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementThe world has yet to witness any post-pandemic rebound in China, and Wall Street expects little to change in 2024. The ongoing exodus of global investors is evidence the bear case is intact, and the country's real estate sector continues to look more and more precarious. AdvertisementThat in turn has cratered sentiment, as Chinese households have the majority of their wealth tied to real estate.
Persons: , DataTrek, Nicholas Colas, Jessica Rabe, Mike Edwards, Weiss, haven't, Edwards, Tracy Chen, Chen, Caesar Maasry, Goldman Sachs, Maasry Organizations: Service, Wall, Tech, Baidu, US, Business, Brandywine, Supply, Seng China Enterprises, Bloomberg Locations: China, Beijing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs discusses emerging markets most vulnerable to outflowsCaesar Maasry, head of cross-asset strategy for emerging markets at Goldman Sachs, discusses the outlook for emerging markets, including factors such as inflation and oil prices.
Persons: Goldman Sachs, Caesar Maasry Organizations: Goldman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs strategist does not believe Chinese equity markets are 'uninvestable'Caesar Maasry, Head of EM Cross-Asset Strategy at Goldman Sachs discusses how investors should find the opportunities in the Chinese equity markets.
Persons: Goldman Sachs, Caesar Maasry Organizations: Goldman
A Chinese spy balloon flies above in Charlotte NC, United States on February 04, 2023. Experts say their appearance has raised serious questions about Beijing's deep surveillance efforts. Top foreign policy experts expressed grave concerns about the state of U.S.-China relations at a Council on Foreign Relations meeting this week. The emergence of alleged Chinese spy balloons over the U.S. has raised serious questions about Beijing's deep surveillance efforts, leading U.S. Secretary of State Anthony Blinken to postpone his trip to China in a widely-seen setback for the countries' relations. However, strategists and fund managers on Wall Street seem less concerned by the geopolitical ripple effects and more fixated on Beijing's expected economic revival in 2023.
Stocks in the US and emerging markets struggled in 2022 as global growth slowed. Goldman Sachs is more optimistic about emerging markets than US names in 2023. The difficult backdrop is causing some investors to consider equities in emerging markets. 15 top emerging markets in 2023Caesar Maasry, the head of emerging markets cross-asset strategy at Goldman Sachs, listed expected 12-month returns for stocks in 23 different emerging markets countries. Each country is listed in alphabetical order along with its index, an exchange-traded fund (ETF) that tracks it, and expected earnings growth and total returns by currency in the next 12 months.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed rate hike a painful but necessary 'medicine,' says Goldman SachsCaesar Maasry of the investment bank says financial conditions need to "get tighter" in order for inflation to be brought under control.
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