JPMorgan Wendy Liu on China, Asia Strategy

The video discusses the changing market catalysts, focusing on China's evolving role and its impact on global markets. It explores investment opportunities in sectors like energy and industrials, while analyzing market sentiment and economic cycles. The discussion also covers trade negotiations, particularly between the US and China, and their effect on market valuations. The video concludes with an analysis of earnings and a market outlook, highlighting China's potential as a growth proxy and the importance of inflation and rate hikes in the coming months.

How does the speaker view the impact of local government actions on market sentiment?

What does the speaker suggest about the timing of earnings downgrades in relation to market cycles?

In what ways does the speaker believe China can act as a counter-cyclical support for the rest of EM Asia?