Asia Earnings Still Intact, JPMorgan Asset's Ebrahim Says

The video discusses the current state of earnings and valuations in Asia, highlighting a 12-13% growth forecast and a forward PE of 11.6 for 2019. It addresses the impact of a strong dollar and trade protectionism fears on emerging markets. The discussion also covers the timing of investments, noting that valuations are below long-term averages, and emphasizes the importance of fundamentals. The video further explores China's economic outlook, with growth at 6.5% and a two-year low in valuations. It concludes with the potential risks of trade issues and the overall market context, noting that Asia's market was up 33% last year despite challenges.

What factors have impacted EM and Asia according to the discussion?

• Decreasing interest rates and technological advancements

• Rising oil prices and political instability

• A stronger dollar and trade protectionism fears

• A weaker euro and inflation fears

What is the current state of valuations in Asia as mentioned in the video?

• Above long-term averages

• At long-term averages

• Ultra cheap

• Below long-term averages

What is the expected growth rate for China as discussed?

• 7.5%

• 5.5%

• 6.5%

• 4.5%

What is the current state of corporate valuations in China?

• At a five-year high

• At an all-time high

• At a two-year low

• At a ten-year low

What is the potential outcome of the trade issues between China and the United States?

• A shift in trade focus to Europe

• An increase in tariffs on both sides

• A sensible negotiated settlement

• A complete breakdown of trade relations