Trade Uncertainty Will Be Downside Risk for Asia, Says JPMorgan’s Chow

The video discusses the ongoing trade talks between the US and China, highlighting market reactions and the potential risks for Asia, particularly North Asia. It also covers the broader trade tensions involving Japan and Korea, and their impact on investment strategies. The tech cycle is analyzed, with a cautious outlook despite some positive earnings reports. Finally, the video assesses China's economic outlook, noting potential growth stabilization and sector-specific performances.

What are the expectations for China's economic growth in the second half of the year?

What sectors are anticipated to see some upside despite the current economic challenges?