Goldman Sachs Chief Regional Equity Strategist for Asia Pacific Timothy Moe explains why AI-related stocks remain good investments despite rising rates on government debt. He speaks as a global bond selloff extends into Asia while elevated oil prices stoke inflation concerns.
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-09-25/ai-boom-can-withstand-higher-rates-goldman-s-moe-video)