JPMorgan Asset Mgmt. Sylvia Sheng on Global Markets

The video discusses the current state of the equity and bond markets, focusing on the impact of PBOC's policies and economic growth concerns. It highlights the potential for a bond rally and the relative expense of bonds versus equities. The discussion includes portfolio strategies, the downgrade of China due to regulatory risks, and the potential for earnings surprises in the US and Europe. The video also covers regional economic outlooks, particularly in Asia, with a positive view on Japan's recovery prospects.

In what ways has the regulatory environment affected investment strategies in China?

What are the expectations for earnings growth in the US and Europe for the upcoming years?