JPM AM's Ogoshi on Markets, Strategy

The video discusses the volatility in central bank trajectories and the relevance of the tech sector, particularly in Asia. It highlights opportunities in South Korea, focusing on corporate governance improvements and the impact of a weaker Korean won. The discussion extends to the broader implications of a strong dollar on Asian economies, with a specific focus on China's economic outlook, growth targets, and consumer confidence. The potential for margin improvements in Chinese corporates is also explored.

What is the significance of the Chinese government's growth target in relation to the economy?

How do recent corporate results reflect the cost discipline among large corporates in China?