JPMorgan AM’s Schowitz Likes EM, Japan Equities

The video discusses the perception of European markets as cheap compared to the US, highlighting that while Europe may seem undervalued, other markets like emerging equities or Japanese equities might offer better opportunities. It explores investment strategies, emphasizing a cautious approach to growth and value stocks. The video also provides insights into credit markets, favoring investment-grade over high-yield in the US, and sees potential in emerging market debt. Lastly, it touches on the Chinese market, noting the complexities and risks involved.

How does the speaker view the current state of emerging market debt?

What is the speaker's stance on investing in Chinese credit?