JPMorgan PB Sees Downside Risks to Growth Across Emerging Markets

The video discusses the current economic landscape, focusing on inflation, Fed policies, and market outlooks. It covers the potential for Fed tapering, interest rate hikes, and the impact of global factors like the delta variant on treasury yields. The analysis extends to Chinese bonds, policy easing, and investment strategies in volatile markets, emphasizing sectors with policy tailwinds.

What are the expected trends for Chinese bonds in the near future?

How might policy easing impact the growth outlook in China?

What are the potential long-term effects of the current regulatory environment on investments?