EM Consumers Are Even Stronger Than in U.S., Says JPMorgan Asset Management’s Tsang

The video discusses the strength of the US consumer and its implications for global growth. It highlights the emerging markets (EM) as having stronger consumer bases, particularly in Asia, with a growing middle class. The EM growth outlook is positive, with potential benefits from a weakening US dollar. Investment strategies in EM focus on stocks with strong earnings growth and structural growth drivers, such as e-commerce and technology in Asia.

What types of opportunities are being sought in emerging markets according to the speaker?

Which sectors are highlighted as having interesting opportunities in Asia?