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 is one reason for the shift in investment focus from the US to international markets?

• Higher consumer spending in the US

• Attractive valuations in emerging markets

• US equities outperforming international markets

• Increased regulatory tightening in the US

Which two countries are highlighted for their growth potential in the second section?

• Brazil and China

• Australia and Canada

• India and Japan

• Germany and France

What is a key factor contributing to the expected performance of US equities?

• Divergent cycles in central bank policies

• Decline in consumer spending

• Higher default rates in property bonds

• Increased regulatory tightening

In the Chinese market, which sector is expected to perform better despite regulatory tightening?

• Property

• Gaming

• Consumer discretionary

• Healthcare

What is the expected trend for oil prices according to the final section?

• Fluctuate between $60 and $70

• Increase to $100

• Stabilize around $80

• Decrease below $50