JPMorgan Turning More Cautious on India Market, Sullivan Says

The video discusses the performance of U.S. and emerging markets, highlighting India's outperformance. It examines China's economic outlook, focusing on fiscal policy and potential growth in the second half of the year. The divergence between U.S. and China policies presents investment opportunities. The impact of regulatory changes in China is analyzed, with a focus on sectors supported by the government. India's market performance is reviewed, noting a cautious outlook due to slowing growth.

What are the potential opportunities for investors in the second half of the year?

What trends are observed in the Indian market compared to other emerging markets?

How might the anticipated recovery of the Chinese economy affect investment strategies?