U.S. ‘Prime Candidate’ for a Market Correction: JPM’s Santos

The video discusses the challenges and strategies for participating in international equity markets, emphasizing the unpredictability of market timing. It highlights the potential for growth in international markets, particularly in Asia, despite ongoing US-China tensions. The discussion also covers China's growth prospects and the impact of these tensions on its economy. Finally, the video addresses the possibility of market corrections, particularly in the US, due to high valuations.

Why is market timing considered ineffective according to the transcript?

• Because it is only effective in the US markets.

• Because the best and worst days in the market are often far apart.

• Because market timing requires too much effort.

• Because the best and worst days in the market are often close together.

What is the current outlook on international markets, particularly in Asia?

• Neutral, as there are no significant changes expected.

• Optimistic due to better control of the virus and new growth opportunities.

• Negative, as Asia is expected to underperform.

• Pessimistic due to ongoing tensions.

How are US-China tensions expected to impact China's growth?

• They will have no impact on China's growth.

• They will increase China's growth rate.

• They will slightly reduce China's growth expectations.

• They will completely halt China's growth.

What is the expected annualized growth rate for China despite tensions?

• 2.5%

• 3.5%

• 4.5%

• 5.5%

Which market is considered a prime candidate for a correction?

• European equity markets.

• Emerging markets.

• US equity markets.

• Asian equity markets.