JPMorgan’s Aguzin on U.S.-China Trade, Asia Business Strategy

The video discusses the ongoing trade dispute and market turmoil, focusing on the implications for the China market and investment strategies. It covers the potential impact of tariffs, the long-term outlook for capital markets, and the development of securities and financial ventures. The discussion also includes mutual fund management and private banking strategies, highlighting investment opportunities in technology and healthcare sectors.

How does the speaker describe the current state of their securities company?

What are the objectives of the big Asian families in terms of investments?

What sectors does the speaker identify as interesting for investment opportunities?