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Stick with long-term structural themes amid global uncertainty: Goldman Sachs

By CNBC International TV April 13, 2026 Neutral
Stick with long-term structural themes amid global uncertainty: Goldman Sachs
Timothy Moe, Chief APAC Equity Strategist at Goldman Sachs, says that long-term structural themes such as energy security, defense, US re-industrialization and the semiconductor memory cycle, remain compelling in the current market uncertainty.
Timothy Moe, Chief APAC Equity Strategist at Goldman Sachs, says that long-term structural themes such as energy security, defense, US re-industrialization and the semiconductor memory cycle, remain compelling in the current market uncertainty.