JPMorgan Asset Management’s Schowitz Sees China’s Equity Rally Moving Higher

The video discusses the performance of Chinese equities, highlighting a significant rally driven by expanding valuations rather than actual earnings. It explores the cautious approach of Chinese authorities towards stimulus and the potential for further growth supported by economic data. The video also examines the divergence between Chinese equities and other emerging markets, emphasizing the need for Taiwan and Korea to catch up for broader market outperformance. The role of the dollar's weakness in influencing market dynamics is also considered.

Discuss the performance of emerging markets compared to developed markets in the context of Chinese equities.

What conditions are necessary for emerging markets to start outperforming, according to the text?