JPMorgan’s Chow Is Positive on China as a Whole

The video discusses the positive outlook on China A shares, despite some market volatility and valuation limits. It highlights the importance of focusing on company fundamentals and the distinction between old and new economy stocks, especially in light of China's five-year plan. The emphasis is on the new economy, particularly consumer trends and ESG initiatives, with a focus on carbon neutrality and electric vehicles.

What is the significance of ESG in the context of investment in Asia?

What are some examples of new economy sectors mentioned that might benefit from ESG?