Pepper International on US Markets

The video discusses potential growth in healthcare companies due to increased drug adoption, highlighting Eli Lilly, Nova Nordisk, and Weight Watchers. It advises against investing in small and mid-sized banks due to high interest rates and credit standards. The video also explores growth sectors like tech, cybersecurity, and defense, with a focus on Amazon. Finally, it highlights investment opportunities in Asia, excluding China, and the benefits of near shoring in Mexico.

What trends are influencing American investments in Asia according to the text?

What is the significance of emerging markets X China in the current investment landscape?