Indian bull market not over; Goldman Sachs aims to re-engage at the right moment: Timothy Moe
Timothy Moe, Chief Asia Pacific Equity Strategist at Goldman Sachs, notes India's bull market is maturing, and the firm is eyeing re-entry amid a forecasted economic slowdown. Despite high valuations and recent earnings misses, Goldman sees strong long-term growth prospects, advising tactical patience while acknowledging India's unique growth potential and current valuation dynamics.