China Stocks 'Looking Good,' JPMorgan Asset's Ebrahim Says

The video discusses the current state of Asian markets, highlighting that Asia is trading at 1.5 times book value, which historically indicates high potential returns. The impact of the US dollar and Fed policies on Asian markets is analyzed, with a focus on how a stable or softening dollar could benefit these markets. Trade issues and oil prices are identified as potential catalysts for market recovery. The video also explores investment opportunities in Asia, particularly in the financial sector, including high-quality insurance companies and private banks in India and China.

What is the expected EPS growth for the upcoming year, and how does it compare to previous expectations?

Which sectors or countries are highlighted as having attractive investment opportunities?