We Are Overweight China, EM Says JPMorgan Chase's Sullivan

The video discusses the current market valuation and the overweight strategy in China and emerging markets, highlighting the stability of the US dollar. It examines the impact of currency weakness and the PBOC's interventions in the FX market to prevent the RMB from breaching critical levels. The discussion also covers the geopolitical dynamics between the US and China, focusing on the economic cooling in China and the implications of trade policies on currency devaluation and FX reserves.

What are the potential long-term effects of the current economic trends in China?

Discuss the implications of US trade policies on the Chinese economy and currency.