12 min listen
A Long-Term Look at China’s Growth
FromInsights Now
ratings:
Length:
25 minutes
Released:
Sep 17, 2021
Format:
Podcast episode
Description
On today’s episode Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss the recent developments in China and how they fit into the context of China’s long term growth story. While Chinese markets were the strongest outperformers in the pandemic-stricken year of 2020, they have since experienced significant bumps along the road as a result of a new regulatory crackdown and resurgence of coronavirus cases. This has weighed on equity market sentiment and caused some steep market selloffs. Is the China investment thesis still alive and well? Other discussion topics include: China’s 5-10 year growth outlook, its declining birth rate, President Xi Jinping’s emphasis on targeting inequality, U.S.-China relationship under the Biden administration, the situation with Taiwan, and the strength of Chinese fixed income markets year-to-date.
Another way to access this podcast and all of our timely insights on the markets and economy is through the J.P. Morgan Insights App. Download via the App Store, or from our website linked here: https://awm-mi-services.jpmorgan.com/mi-services/html/app-store-redirect.html
Another way to access this podcast and all of our timely insights on the markets and economy is through the J.P. Morgan Insights App. Download via the App Store, or from our website linked here: https://awm-mi-services.jpmorgan.com/mi-services/html/app-store-redirect.html
Released:
Sep 17, 2021
Format:
Podcast episode
Titles in the series (70)
Asset Class: Understanding factor investing: Tune in to hear Dr. David Kelly and Yazann Romahi, who manages a quantitative beta strategies team here at JP Morgan Asset Management discuss the increased interest in factor investing. by Insights Now