Equities Could See Volatility in Short-Term: JPMorgan’s Hui

The video discusses the impact of the Delta variant on the global economy, highlighting the importance of vaccination in economic recovery. It explores sectoral impacts, investment strategies, and the economic outlook in Asia, emphasizing the need for sustainable reopening. The discussion also covers global market conditions, the potential effects of Fed tapering, and investment opportunities in Asia. Finally, it addresses China's growth outlook, regulatory challenges, and the influence of commodity prices on the economy.

What factors are expected to influence the global economy over the next 12 to 18 months?

How have companies adapted to the ongoing economic environment according to the text?

What is the significance of vaccination rates in the context of reopening economies in Asia?

What challenges does the Chinese economy face as mentioned in the text?

In what ways could the Central Bank and fiscal policy impact the Chinese economy?