JPMorgan Is 'Very Positive' on Emerging Markets, Sullivan Says

The video discusses various economic issues, starting with inflation primarily in the goods sector and its impact on consumer demand. It covers central banks' policies and market reactions, particularly in Asia. The focus then shifts to China's economic challenges, including structural issues and US-China tensions. Opportunities in Asian markets, especially in Taiwan and Korea, are highlighted. The Chinese property market and the Evergrande crisis are analyzed. Finally, the video explores energy market trends and the implications of COP 26.

What are the implications of the property tax expansion in China?

What factors are contributing to the bullish outlook on oil prices?

How are energy markets expected to behave in the near future according to the discussion?