JPMorgan AM Favors India, Southeast Asian Markets

The video discusses investment concerns in Asia, focusing on quality companies with strong market positions that can manage input cost inflation. It highlights the impact of the Delta variant on investment outlook, noting that rising vaccination rates may mitigate economic disruptions. The video also addresses the risks associated with investing in China Tech and explores IPO opportunities in other Asian markets like India, Korea, and Indonesia.

What is a key factor that helps quality companies manage input cost inflation?

• Low pricing power

• Strong market positions

• High employee turnover

• Limited product range

How does the rise in vaccination rates affect economic activity?

• It decreases the impact of virus variants

• It increases the impact of virus variants

• It has no effect on economic activity

• It leads to higher inflation

What is the outlook for quality growth companies in Asia despite the Delta variant?

• Negative due to low vaccination rates

• Positive as economic activity is expected to normalize

• Uncertain due to fluctuating market conditions

• Neutral with no significant changes expected

What is a major concern for investors when investing in China?

• Limited market access

• High labor costs

• Policy risk

• Lack of tech companies

Which Asian markets are seeing a rise in homegrown tech companies?

• Thailand and Vietnam

• Japan and Singapore

• Malaysia and Philippines

• India, Korea, and Indonesia