JPMorgan 'Quite Positive' on EM Stocks Relative to Developed

The video discusses the current investor sentiment, focusing on positive economic news while ignoring negative indicators. It analyzes the Phase One trade deal's limited impact on GDP and market expectations. The video highlights strong earnings growth in major markets, with a positive outlook for 2020, especially in emerging markets. It also examines challenges in the telcos and oil & gas industries, emphasizing the need to focus on costs and capital returns.

What was the effect of the phase one trade deal with China on GDP?

• It resulted in a significant increase in GDP.

• It had a limited positive effect on GDP.

• It caused a decrease in GDP.

• It had no impact on GDP.

What percentage of S&P companies exceeded earnings expectations recently?

• 80%

• 70%

• 60%

• 50%

Which markets are expected to have a positive outlook in 2020?

• Emerging markets

• Developed markets

• Both emerging and developed markets

• Neither emerging nor developed markets

What is a major challenge faced by industries like oil and gas and telecommunications?

• Incremental revenue growth

• Lack of skilled workforce

• High demand for new products

• Excessive capital expenditure

How are telecommunications operators approaching 5G investments?

• They are focusing solely on 4G improvements.

• They are investing aggressively.

• They are cautious and not subsidizing aggressively.

• They are ignoring 5G completely.