There’s Still Fundamental Value in Chinese Stocks: Chen

The video discusses the current challenges and opportunities in Asian markets, particularly focusing on Chinese stocks and the impact of COVID-19 on Southeast Asian economies. It highlights the potential for investment in undervalued stocks and the recovery of tourism. The discussion also covers the US economic outlook, including employment and inflation, and how these factors influence market reactions. Finally, it explores investment opportunities in Southeast Asia, emphasizing structural growth in sectors like e-commerce.

What strategy is being adopted regarding Chinese stocks after the recent market pullback?

• Maintaining the current level of investment

• Reducing exposure to Chinese stocks

• Increasing exposure to certain Chinese stocks

• Avoiding Chinese stocks altogether

What has been a significant challenge for Southeast Asian economies during the COVID-19 pandemic?

• Political instability

• Trade restrictions

• High inflation rates

• Lack of vaccine availability

What is the expected outcome of the 'pocket sandbox' experiment in Thailand?

• Increased local tourism

• Successful management of infection rates

• Complete lockdown of the region

• Higher infection rates among tourists

What is the potential impact of strong US employment data on market expectations?

• It could prompt earlier tapering of monetary stimulus

• It may lead to increased inflation concerns

• It might result in higher interest rates

• It will likely have no impact

What is the anticipated timeline for the Federal Reserve's potential tapering of monetary stimulus?

• In early 2022

• By the end of 2021

• Immediately

• Not until 2023

Which sector is highlighted as having potential growth opportunities in Southeast Asia?

• Agriculture

• E-commerce

• Automobile industry

• Real estate

Which upcoming company listings in Indonesia are mentioned as interesting investment opportunities?

• Kelapa and Bukalapak

• Gojet and Tokopedia

• Tokopedia and Bukalapak

• Kelapa and Gojet