JPMorgan Strategist Das on Inflation, Federal Reserve, Asian Stocks

The video discusses inflation trends, forecasts, and their impact on equity outcomes. It examines China's reopening and its potential effects on demand and inflation. Currency assumptions and market projections for 2023 are analyzed, highlighting the strong dollar and EM currency volatility. The video also explores corporate sector vulnerabilities and preferred investment styles, focusing on value and quality. Finally, it addresses nearshoring and deglobalization, emphasizing their impact on supply chains and market dynamics.

What are the expected challenges for US earnings and growth in the coming year?

What are the expected effects of higher refinancing rates on certain sectors in Asia?

Explain the concept of nearshoring and its implications for the economy.