Here's your summary from Eyes on India Stocks, Mexico Yields in EM Space, Says JPMorgan's Zief (https://www.youtube.com/watch?v=ZkXOsV2mTBY) on the Bloomberg Television channel:
**TLDR:** JPMorgan's Zief discusses investment opportunities in India stocks and Mexico yields in the emerging markets space, highlighting the importance of identifying long-term, attractive returns.
1. JPMorgan focuses on identifying structural stories in emerging markets for clients, particularly in India for equity exposure.
2. Mexico offers high liquidity and real returns on bonds, making it a favorable investment option in the EM space.
3. The US dollar is not currently vulnerable to domestic politics, with potential weakening expected due to cyclical reasons in the future.
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