China Rout Not Getting in the Way of Earnings: JPM AM’s Bilton

The video discusses the limited impact of certain localized issues on US and European markets, highlighting strong earnings delivery from these regions. It contrasts this with regulatory challenges in China, noting that while some investors may be cautious, the overall earnings season remains robust.

What does the term 'contagion' refer to in the context of the markets?

In what ways might investors be affected by the current market conditions?