JPMorgan Strategist Das on Inflation, Federal Reserve, Asian Stocks

The video discusses inflation trends, forecasts, and their impact on equity outcomes. It examines China's reopening and its potential effects on demand and inflation. Currency assumptions and market projections for 2023 are analyzed, highlighting the strong dollar and EM currency volatility. The video also explores corporate sector vulnerabilities and preferred investment styles, focusing on value and quality. Finally, it addresses nearshoring and deglobalization, emphasizing their impact on supply chains and market dynamics.

What is considered the biggest factor driving equity outcomes in 2023?

• Interest rates

• Inflation

• Unemployment rates

• Government spending

How is China's reopening expected to affect global demand?

• It will have no impact on demand

• It will immediately increase demand

• It will decrease demand

• It will take a few quarters to show impact

What is the key theme for the economic outlook in 2023?

• Expansion

• Convergence

• Stagnation

• Divergence

What is the forecast for the US dollar in the next year?

• It will strengthen slightly

• It will fluctuate wildly

• It will remain strong

• It will weaken significantly

Which sectors are expected to show resilience if rates stay higher for longer?

• Consumer Goods and Services

• Value and Quality

• Utilities and Industrials

• Technology and Healthcare

What is a major driver of the deglobalization process?

• Environmental concerns

• Geopolitical reasons

• Technological advancements

• Cultural differences

What impact does nearshoring have on companies with concentrated production?

• It has no impact

• It requires investment in new locations

• It increases production efficiency

• It reduces production costs