Trade Uncertainty Will Be Downside Risk for Asia, Says JPMorgan’s Chow

The video discusses the ongoing trade talks between the US and China, highlighting market reactions and the potential risks for Asia, particularly North Asia. It also covers the broader trade tensions involving Japan and Korea, and their impact on investment strategies. The tech cycle is analyzed, with a cautious outlook despite some positive earnings reports. Finally, the video assesses China's economic outlook, noting potential growth stabilization and sector-specific performances.

What is the current market sentiment regarding the US-China trade talks?

• Optimistic and confident

• Pessimistic and cautious

• Indifferent and neutral

• Excited and hopeful

Which countries are now involved in the trade tensions besides the US and China?

• India and Russia

• Japan and Korea

• Germany and France

• Brazil and Argentina

How is the tech cycle currently perceived in light of recent developments?

• Improving with minimal risks

• Stable with no changes

• Declining with significant risks

• At its peak with no risks

What is the expected growth trend for China in the second half of the year?

• Significant growth

• Rapid decline

• Unpredictable fluctuations

• Stabilization

Which sector in China might see some upside due to stable consumption?

• Agriculture

• Real estate

• Auto sales

• Textiles