JPMorgan's Wang: Opportunistic, but Selective in Equities

The video discusses the impact of Fed expectations on investment strategies, highlighting inflation scenarios and market risks. It emphasizes the importance of maintaining a defensive portfolio while exploring opportunities in equities and fixed income. The discussion also covers the outlook for China's market, noting structural changes and growth potential despite current pessimism.

What are the potential risks mentioned regarding the Federal Reserve's actions?

What is the speaker's perspective on China's economic growth and market conditions?