JPMorgan AM’s Leung on China Industrial Profits, Foreign Inflows

The video discusses the current economic outlook, highlighting a slow economic pace but a slightly positive outlook due to fiscal and monetary policy changes. It explores investment strategies, focusing on the valuation gap and risk-reward opportunities in the market, particularly in China. The video also examines investor flows, noting record inflows driven by MSCI inclusion and the potential for sustained investment in Asian markets.

What is the expected impact of government fiscal and monetary policies on the economy?

What opportunities does the speaker see in the Asian markets compared to offshore markets?