Timothy Moe

Timothy Moe of Goldman Sachs said the US job market has been robust, and the growth environment for equities is looking very good.

Overweight on India, earnings recovery may lift Nifty to 10,200: Goldman

While China may be more resilient, earnings in India may recover, says Goldman Sachs

Overweight on Australia, India, Indonesia: Goldman Sachs

We expect total 10 percent returns from MSCI Asia Pacific ex-Japan, driven primarily by recovering earnings, says Timothy Moe of Goldman Sachs.

Remain overweight on India: Timothy Moe

The buy-rated stocks that are on our conviction list include HDFC Bank and Yes Bank in India, says Timothy Moe, Goldman Sachs.

India remains largest overweight in Asia: Goldman Sachs

Moe says he sees draw-down risk if fundamentals do not improve, adding India remains the largest overweight in the region but funds have pared down their overweight allocations to reasonable levels.

India has potential to clock 6-7% GDP growth: Goldman Sachs

India will remain one of the strongest growth stories in the Asia Pacific region as the country has a potential GDP growth rate of around 6-7 per cent or perhaps even more, global finances services major Goldman Sachs has said.

India has a potential GDP growth rate of 6-7%: Goldman Sachs

Timothy Moe, the chief Asia Pacific regional equity strategist at Goldman Sachs Research views the current cyclical recovery coupled with improvements in the ease of doing business, that have largely flown "beneath the radar", as positive signs for India's long-term growth and corporate earnings environment.

Continue to remain overweight on India: Timothy Moe

CNBC-TV18‘s Nimesh Shah gets expert opinions from strategists like Timothy Moe of Goldman Sachs, Jonathan Garner of Morgan Stanley and Sakthi Siva, of Credit Suisse who believe that the rebound is more like a recovery from excessive pessimism and not the start of an uptrend.

Nifty 1-year target at 8200, valuations more reasonable: Goldman

Even with lower earnings expectations, India stands out as he expects overall regional EPS growth of just 1 percent and larger forex weakness in most parts of the region, Timothy Moe of Goldman Sachs says.

Overweight on India, December 2016 Nifty target at 8600: Goldman

Moe maintains overweight on India but change December 2016 Nifty target to 8,600.

Overweight on India, see 7.9% GDP growth in FY17: Goldman

Timothy Moe, Goldman Sachs has started 2016 with overweight rating on India as he believes the strategic case for India is one of the most positive in the region.

Growth risks, reduced policy confidence drag mkt: Goldman

According to Timothy Moe, Goldman Sachs, confidence in policy makers' capacity to offset growth concerns has also been shaken in China and elsewhere in the region.

Expect Fed to up rates in Dec, overweight on India: Goldman

According to Timothy Moe, Goldman Sachs, history suggests Asian markets tend to rally into Fed hikes & fade after, but the limited data points reduce the reliability of the conclusion.

Expect further gains into H2 2015: Goldman Sachs

The markets may be in a holding pattern in the near-term, we continue to expect further gains into H2 2015, says Timothy Moe of Goldman Sachs.

Goldman Sachs remains strategically positive on India

Timothy Moe, Goldman Sachs says the brokerage remains strategically positive on India, but thinks it makes sense to hedge potential downside around the Budget, especially since the current results season has been soft.

Nifty to hit 9,500 by end-2015 on capital inflows: Goldman

The Wall Street brokerage, in a report, said it expects capital inflows to increase in 2015 due to stronger FDI and resilient portfolio inflows in Asia's third largest economy.

Goldman ups Nifty target to 6900; bullish on midcap infra

Timothy Moe of Goldman Sachs in his note this morning said, "We are Modi-fying our view on India and believe it's appropriate to raise our investment stance, recognizing the equity market has risen sharply from 3Q lows".

Goldman backs bear camp, underweight on India

Goldman Sachs is underweight on India with a 12-month target of 5700 for the Nifty. At 14 times one-year forward earnings Timothy Moe says India is expensive, considering the deteriorating macro-economic environment.

Asian mkts currently in transition mode: Goldman Sachs

Timothy Moe of Goldman Sachs sees Asian markets currently in a 'transition' mode, from trading delivered and persistent growth, and high dividend yields to rewarding forward and cyclical.

Goldman Sachs overweight on India

Timothy Moe of Goldman Sachs feels markets appear to be moving in line with macro factors. On a strategic basis, he says they are overweight on India.

Remain overweight on Indian equities, says Goldman Sachs

Timothy Moe of Goldman Sachs said they remained overweight on Indian equities on both a 3-month and 12-month basis.

See strong mkt in early 2013 on rate cuts, reforms: BoAML

Jyotivardhan Jaipuria of Bank of America Merrill Lynch expects a strong market in early 2013 on the back of rate cuts and reform announcements.

Goldman Sachs overweight on Indian markets

Strategically we raise India to overweight with a 12-month target of 6600. Upside drivers include a recovery in growth, a decline in inflation and the potential for continued policy reforms, says Timothy Moe, Goldman Sachs.

Year 2013: Goldman Sachs bets on emerging markets, India

Year 2012 has been a good year for most Asian markets. In an interview to CNBC-TV18, Timothy Moe, chief Asia-Pacific regional equity strategist at Goldman Sachs says things look a little bit better in the emerging world.

Mkts seem inexpensive in absolute terms: Goldman Sachs

Markets seem inexpensive in absolute and relative terms, says Timothy Moe of Goldman Sachs.