JPMorgan Asset Management’s Jiang Likes Chinese Consumer, Healthcare, Tech Stocks

The video discusses the impact of trade risks on China and specific sectors reliant on the US supply chain. It explores strategies for managing portfolio risks by focusing on secular growth opportunities in China. The PBOC's efforts to stabilize the currency and its market implications are analyzed. The vulnerabilities of the tech sector to trade disputes, particularly in smartphones and telco, are highlighted.

What vulnerabilities exist in the tech sector due to current trade disputes?

What strategy does the speaker recommend for focusing on technology investments?