JPMorgan's Batra on Emerging-Market Outlook

The video discusses various market trends and investment strategies, focusing on Southeast Asia's economic outlook and central bank policies. It highlights China's significant influence on emerging markets and ASEAN economies. The video also covers sectoral performance, currency impacts, and investment trends in renewables and EVs. Finally, it identifies promising markets in Southeast Asia, such as Indonesia and Vietnam, and their potential for growth due to supply chain shifts.

What factors are contributing to the underperformance of Southeast Asian markets?

How is the EV supply chain ecosystem developing in Indonesia and Thailand?

What role does government spending play in the growth of the green economy in Southeast Asia?