# Timothy Moe

> Timothy Moe is a person that is an Asia-Pacific equity strategist and researcher at Goldman Sachs who produces market analysis and regularly appears in financial media.

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- Categories: People in crypto
- Tags: Investor, Researcher, Speaker
- Created: 2026-09-20T04:30:59.278Z
- Last updated: 2026-09-20T04:30:59.278Z
- Source: IQ.wiki — the world's largest blockchain and crypto encyclopedia (https://iq.wiki)

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**Timothy Moe** is an American equity strategist who serves as Chief Asia Pacific Regional Equity Strategist and Co-Head of Asian Economics, Strategy and Commodity Research at Goldman Sachs, based in Hong Kong.[\[1\]](#cite-id-rr9wgjw0u9) 

## Education

Moe earned his undergraduate degree from New York University, where he studied art history and economics, and afterward spent time training in martial arts in Brazil. He returned to NYU as a graduate student and completed an MBA in finance at the Stern School of Business in 1984.[\[1\]](#cite-id-rr9wgjw0u9)​[\[2\]](#cite-id-0bfp66fofc) 

## Career

Moe's career has been centered on Asian equity markets since the mid-1980s, moving between sell-side research, a New York hedge fund, and ultimately more than two decades at Goldman Sachs.

After completing his MBA, Moe returned to Hong Kong to work at Jardine Fleming, a British merchant bank based in the city. There he served as head of Asia Ex-Japan Regional Research and as regional strategist from 1985 to 1993. In 1993 he moved to Salomon Brothers in Hong Kong, where he held the same role until 1996.

Moe subsequently relocated to New York City, where he was a partner at Omega Advisors, a global equity hedge fund.[\[1\]](#cite-id-rr9wgjw0u9)​[\[2\]](#cite-id-0bfp66fofc)​

### Goldman Sachs

In 2002 Moe returned to Hong Kong to join Goldman Sachs as a managing director in Global Investment Research, and he was promoted to partner in 2006.[\[1\]](#cite-id-rr9wgjw0u9) He holds the titles of Chief Asia Pacific Regional Equity Strategist and Co-Head of Macro Research in Asia within Goldman Sachs Research.[\[3\]](#cite-id-bzwx97zo4h) His responsibilities cover views on Asia Pacific ex-Japan regional equity markets and the communication of those views to the firm's institutional investor base. He is associated with Goldman Sachs (Asia) LLC, the Hong Kong-based brokerage subsidiary of the group, which was founded in 1984.[\[2\]](#cite-id-0bfp66fofc)​

Reflecting on his work in the region, Moe has said, "I love what I'm doing," describing it as "incredibly interesting to work in a dynamic part of the world where things are always changing," and adding that "the changes mean you have to stay focused and committed, but the reward is that it's tremendously exciting."[\[1\]](#cite-id-rr9wgjw0u9)​

## Talks and Interviews

Moe appears regularly on Bloomberg and CNBC as a Goldman Sachs strategist, and he has participated in the firm's own research programming. In May 2026 he was the guest on the Goldman Sachs _Exchanges_ podcast episode "_Can the Asia Equity Rally Continue?_", recorded on May 18, 2026, in conversation with host Allison Nathan.[\[3\]](#cite-id-bzwx97zo4h) 

Across a series of 2026 media appearances, Moe discussed his team's outlook for Korea, Japan, China, India, Indonesia and Taiwan, with recurring focus on AI hardware, semiconductor earnings upgrades and the broadening of returns across Asian and emerging markets. Speaking on CNBC from the sidelines of a Goldman Sachs London macro conference in January 2026, he stated that his team was "_positive on regional prospects this year driven mainly by 19% earnings growth and stay overweight China (both A and H), Korea, and India, with a focus on key themes to drive alpha._" [\[5\]](#cite-id-4f3kg4sz4m) 

[YOUTUBE@VID](tbKTLov8AAg)

In March 2026, discussing the impact of conflict in the Middle East on Asian equities through earnings and valuation channels, Moe said his team was making "no _changes to earnings estimates or index targets_" and remained "**positive strategically**," viewing price weakness as an opportunity to build positions in structural themes such as defense, power and shareholder return.[\[5\]](#cite-id-4f3kg4sz4m)