JPMorgan's Wolf Says China Still 'Favorite Market'

The video discusses the current state of the equity market, highlighting concerns about data sustainability and the impact of stimulus measures. It explores the balance between short-term stimulus and long-term growth sustainability, particularly in the context of China's market. The discussion includes the potential for positive earnings revisions in China due to recent stimulus efforts, despite some slowdown in nominal growth.

How does the speaker perceive the impact of credit growth on the market?

What is the significance of the March data in the context of the discussion?