Risk-Reward for Equities Is Very Attractive: JPMorgan's Tsang

Janet, an investment specialist at JP Morgan, discusses the current market outlook, emphasizing the attractive risk-reward ratio due to low PE levels in emerging markets. She explores the potential for value stocks to outperform growth stocks amid changing interest rates. Janet also highlights income investing strategies across various sectors, noting the importance of diversification. She addresses the impact of high inflation on stock selection, identifying potential winners and losers. Finally, Janet comments on the temporary impact of China's lockdowns, suggesting a focus on structural winners.

What is Janet's view on the impact of high inflation on stock selection?

What key qualities does Janet suggest looking for in companies during high inflation?

How does Janet assess the potential impact of lockdowns in China on the market?