JPMorgan Sylvia Sheng on Market Selloff

The video discusses economic conditions, focusing on stagflation, recession risks, and asset allocation strategies. It covers US market adjustments, sector preferences, and the impact of China's lockdown on global markets. The outlook on Chinese equities and opportunities is explored, along with a focus on US credit and caution regarding EM debt.

What are the current risks of a recession in the US according to the text?

What is the speaker's stance on high yield credit in the current market?

What changes have been made to the outlook for US large-cap stocks?

How does the speaker view the impact of the China lockdown on global markets?

What factors are influencing the speaker's cautious approach to emerging market debt?