JPMorgan's Jin on Markets

The video discusses recent market volatility and strategies for rebalancing portfolios. It covers the use of duration as a tool, expectations for the yield curve, and the relationship between stocks and bonds. The discussion also touches on China's economic outlook and potential stimulus measures, as well as the FX and commodities markets, with a focus on the USD, euro, and yen.

In what ways does the speaker suggest adding defensiveness to an investment portfolio?

How does the speaker assess the growth target set by the MPC in China?

What is the speaker's view on the USD and its potential impact on the FX market?