JPMAM Portfolio Manager Lilian Leung on China Strategy

The video discusses the current market volatility, particularly in the Australian equity market, and the investment strategies being employed. It highlights the focus on industrial and utility sectors due to expected fiscal stimulus and attractive valuations. The discussion also covers infrastructure investments, both traditional and new, and their potential benefits despite execution delays. The video further explores the impact of earnings revisions on dividends and income strategies, noting resilience in some sectors. Finally, it addresses the market outlook, emphasizing the need for earnings stabilization and the influence of supportive policies.

What are the concerns regarding dividends in the current market cycle?

What conditions would lead to a change in the current investment strategy?

How does the speaker perceive the relationship between government policy and market stability?