JPMorgan Asset's Anderson Says 'Cautiously Constructive' on China

The video discusses recent market rallies and the bond market's muted response. It highlights investor caution regarding US-China trade tensions, suggesting a pause rather than resolution. The potential for continued tariff pauses and trade negotiations is explored, with optimism about China's economic stimulus. The effectiveness of China's policy measures and their impact on asset prices are also considered.

What are the expectations regarding the potential meeting between Presidents XI and Trump?

What caution is advised regarding the effectiveness of the policy measures introduced in China?