JPMorgan's Sullivan: Time to Revisit China

The video discusses the economic implications of a new virus variant, focusing on unknowns like mortality rates and their impact on growth and inflation. It explores asset allocation strategies for 2022, highlighting a shift from developed to emerging markets, particularly in Asia. The discussion includes the energy sector's dynamics amid a green economy transition and the potential effects of dollar strength on emerging markets.

How do supply chain issues affect inflation levels in goods and services?

What structural pressures are observed in the energy complex due to the transition to a greener economy?

In what ways are emerging markets expected to respond to potential dollar strength?