We Are Bullish on Long Term Fundamentals in Asia, Says JPMorgan's Cohen

The video discusses the potential re-entry of US-China trade talks and their impact on global markets, particularly in Asia. It highlights the long-term strategy for China, the growth potential in Asia, and the divergence between developed and emerging markets. JP Morgan's diversified investment approach is explained, focusing on asset allocation and private banking. The video also emphasizes the growth and entrepreneurship in Southeast Asia, with a positive outlook on the region's economic momentum.

What are the concerns regarding the potential escalation of trade disputes between the US and China?

How does the speaker view the long-term strategy for China amidst current trade discussions?

What factors contribute to the growth of the private banking sector in Asia according to the speaker?

How does the speaker perceive the relationship between developed and emerging markets in the context of trade discussions?

What role does innovation and entrepreneurship play in the growth of Southeast Asia?

In what ways does the speaker believe that education access is converging in the region?

What are the implications of the US raising interest rates on Asian markets?