JPMorgan AM Favors India, Southeast Asian Markets

The video discusses investment concerns in Asia, focusing on quality companies with strong market positions that can manage input cost inflation. It highlights the impact of the Delta variant on investment outlook, noting that rising vaccination rates may mitigate economic disruptions. The video also addresses the risks associated with investing in China Tech and explores IPO opportunities in other Asian markets like India, Korea, and Indonesia.

What concerns do investors have regarding the Delta variant and its effect on equity performance?

What risks should investors be aware of when investing in Chinese tech companies?