JPMorgan 'Positive' on Indonesia Stocks, Watching Thailand

The video discusses China's economic stimulus, focusing on consumer-driven growth rather than property sector-led stimulus. It highlights investment opportunities in quality companies within China's Internet and gaming sectors, emphasizing cost discipline. Additionally, the video explores investment prospects in Indonesia and Thailand, noting structural changes and potential growth policies following elections.

What is the speaker's view on the macro backdrop for stock pickers in the current market?

How does the speaker describe the cost discipline in the gaming and online advertisement sectors?