JPMorgan Asset Management Is 'Overweight' South Korean Stocks

The video discusses the volatility in central bank trajectories and its impact on tech markets, particularly in Asia. It highlights opportunities in the Asian tech sector, focusing on companies like TSMC and areas like AI. South Korea's market potential is explored, noting improvements in corporate governance. China's economic outlook is analyzed, emphasizing realistic growth targets and the importance of consumer confidence. The video concludes with a discussion on Chinese corporate margins and their recovery post-lockdowns.

What is the current outlook on China's growth target and consumer confidence?

What are the implications of cost discipline on the margins of large corporates in China?