We Are Slightly Overweight China Equities, Says JPMorgan Asset Management’s Leung

The video discusses current market conditions, focusing on the shift from defensive equities to consumer discretionary sectors due to market corrections. It highlights a strategy centered on dividend growth, with a portfolio yielding around 4%. The potential outcomes of the G20 meeting are considered, with an emphasis on medium-term constructive agreements. The video also examines the impact of regulatory changes on small caps in China, noting that valuations remain high and require individual stock analysis.

What are the potential impacts of regulatory changes on small-cap stocks?

How should investors approach valuation in the context of small-cap stocks?