China Stocks Could Outperform Global Markets in 2023: JPMorgan AM

The video discusses the current state and future outlook of Asian stock markets, focusing on Japan, Korea, Shanghai, and Hong Kong. It highlights the impact of COVID-19 and potential policy changes in China, predicting a gradual economic recovery and potential outperformance of Chinese stocks in 2023. The video also examines worsening credit conditions in China, emphasizing the importance of sector selection and active management, particularly in renewable energy and semiconductors. Additionally, it explores the influence of currency fluctuations, particularly the US dollar, on global equity markets.

What sectors are expected to receive policy support in China according to the speaker?

What are the implications of the US dollar's strength on developing nation currencies and equity space?