Julie Ho of JPMorgan Asset Management says the imposition of tariffs is not a new scenario for Asia. “We’ve been through this before, we have precedence,” Ho tells Bloomberg Television. She says bottom-up stock picking is key and that investors should look at which companies are “not swung by exports.” She adds that some of the top conviction stocks are emerging market banks, particularly in India and Indonesia, where “valuations have gotten to an attractive or reasonable level.” (Source: Bloomberg)Read More
