JPMorgan's Santos Sees 'Dawn of Alpha' Signs in Markets

The video discusses the economic transition from pandemic recovery to post-pandemic expansion, highlighting concerns about inflation and liquidity. It explains the concepts of alpha and beta in investment, emphasizing the need for generating alpha in a market with lower projected beta returns. The role of China in enhancing portfolio returns and diversification is also explored, noting the potential for higher returns from Chinese assets.

What are the projected returns for Chinese markets compared to U.S. markets?

In what ways can adding Chinese assets improve a portfolio?