JPMorgan Asset Mgmt's Hui on Markets and Strategies

The video discusses the potential impact of recession concerns on Asian exports, particularly in economies like Taiwan, Malaysia, and Vietnam. It highlights the shift in investment focus towards domestic and regional demand in Asia, driven by consumerism in Southeast Asia, China, and India. The resilience of Asian currencies is examined, noting their relative strength compared to the euro and sterling, despite global economic pressures. The video also explores China's economic outlook, focusing on its COVID policy management and the need for encouraging macroeconomic data to support market recovery.

What are the implications of China's COVID policy on its economic recovery?

What indicators are important for assessing the recovery of the Chinese market post-lockdown?