Robeco Fund Manager on Asia Strategy

The video discusses market opportunities in Asia, focusing on sustainability and valuation trends. It highlights cyclical opportunities in China and the potential for a rebound in the technology sector. The discussion also covers Indonesia's market potential and advises against investing in companies without solid business models.

What is a key factor that makes Asia a promising region for long-term investors?

• Sustainability transition enablers

• Political instability

• High inflation rates

• Lack of market regulation

Why might investors be interested in cyclical opportunities in China?

• China has no regulatory challenges

• Cyclical opportunities align with China's sustainability drive

• Investor sentiment is very strong

• China's recovery is expected to be linear

What is a reason to remain optimistic about the tech sector in Asia?

• Tech companies have strong pricing power

• Tech companies are not affected by macroeconomic changes

• Tech companies have no competition

• Tech companies are immune to regulatory changes

How does the policy direction in China affect investment decisions?

• It provides a clear focus for long-term investments

• It has no impact on investment decisions

• It creates uncertainty for investors

• It discourages foreign investments

What is a common fear in the market regarding technology companies?

• Supply will be too low

• Supply will be too high

• Demand will fall off

• Demand will increase too rapidly

What economic condition benefits Indonesia's market?

• Low commodity prices

• High commodity prices

• Political instability

• Decreasing foreign investments

What should investors avoid according to the final section?

• Companies in the tech sector

• Companies with only a dream and no business model

• Companies in the sustainability sector

• Established companies with strong earnings