Asia Momentum Stocks Will Do Well Short Term: JPMorgan’s Das

The video discusses the impact of regulatory changes on the Chinese market, focusing on sectors like education and tech. It highlights government intervention concerns and compares Chinese and US Internet stock valuations. The broader Asian market is analyzed, showing potential for earnings growth despite challenges like the Delta variant. Investment strategies are suggested, emphasizing momentum stocks and thematic areas such as decarbonisation and semiconductors.

In what ways does the Delta variant impact investment strategies in Asia?

How does the speaker suggest investors should approach the current market conditions?

What are the key themes currently influencing the market according to the discussion?