Chinese Stocks Could Start to Outperform, JPMorgan Says

The video discusses the current focus on inflation, highlighting the impact of base effects and supply chain issues. It explores how policy changes are influencing inflation, with central banks accepting higher inflation levels. The video also examines China's market performance amid regulatory tightening and the potential for value stocks to outperform due to fiscal policy shifts. It concludes with investment strategies focusing on value stocks and market trends.

How are emerging market central banks responding to inflationary pressures?

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What factors have contributed to the deterioration of sentiment in China’s markets?

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What traits are being looked at when considering value stocks in the current market?

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