JPMorgan's Wolf Says China Still 'Favorite Market'

The video discusses the current state of the equity market, highlighting concerns about data sustainability and the impact of stimulus measures. It explores the balance between short-term stimulus and long-term growth sustainability, particularly in the context of China's market. The discussion includes the potential for positive earnings revisions in China due to recent stimulus efforts, despite some slowdown in nominal growth.

What was the surprising growth rate of industrial production in March compared to the average of last year?

• 8.5% month-on-month

• 1% month-on-month

• 0.5% month-on-month

• 10% month-on-month

For long-term growth sustainability, what do investors prefer?

• More stimulus and lower debt

• Less stimulus and higher debt

• Less stimulus and better economic data

• More stimulus and higher leverage

What is the trade-off discussed in the context of economic growth?

• High leverage vs. low leverage

• Increased debt vs. decreased debt

• High profits vs. low profits

• Short-term gains vs. long-term sustainability

Which sectors are mentioned as potentially benefiting from new stimulus measures?

• Real estate and banking

• Autos and electronics

• Healthcare and education

• Agriculture and mining

What is the expected impact of the stimulus on domestic industrial revenues and profits?

• No change in revenues and profits

• Decrease in revenues and profits

• Uncertain impact on revenues and profits

• Increase in revenues and profits