JPMorgan Expects International Stocks to Outperform U.S.

The video discusses the shift from US to international markets, highlighting the potential in emerging markets like China and Brazil due to attractive valuations and growth cycles. It examines policy divergence, with emerging markets hiking rates earlier than the US. The Chinese market, despite regulatory challenges, offers opportunities in consumer discretionary and new industrial sectors. The property sector in China is a risk but shows signs of bottoming. Commodities and energy sectors are expected to perform well, with stable oil prices.

What concerns are raised regarding the property sector in China?

What opportunities are identified in the consumer discretionary sector?