The view from Goldman Sachs

Timothy Moe of Goldman Sachs says he is positive on Chinese stocks in part because earnings growth in China has been the best in the region relative to consensus expectations, and PE’s of 12x aren’t aggressive. We’ll see.

Bonus: China weirdness of the first order, with Soros praising Agent Orange.

One Response to “The view from Goldman Sachs”

  1. feeblemind Says:

    China Needs Money – Evidence in Desperate FDI Actions, Not Words

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