Morningstar's Tan on Markets and Strategy

The video discusses the impact of the Delta variant on emerging markets, particularly in Southeast Asia, and the efforts to increase vaccination rates. It explores industry opportunities in Asia as it reopens, focusing on technology and financial sectors. The video also provides insights into the property and financial sectors in China, highlighting potential investments in state-owned enterprises and REITs. Finally, it analyzes the energy sector, addressing challenges like the energy crunch in China and the potential benefits for oil and gas companies.

What was one of the main challenges faced by Southeast Asia in dealing with the Delta variant?

• High vaccination rates

• Zero-tolerance policy

• Economic boom

• Low infection rates

Which sector in China is identified as having potential opportunities despite policy risks?

• Healthcare

• Technology and Internet

• Agriculture

• Automobile

What type of property assets in China are considered worth looking at?

• Small private firms

• Newly established startups

• Overgeared companies

• State-owned companies with stable income

Which company is mentioned as a potential beneficiary of higher oil prices?

• China Resources Land

• Sinopec Limited

• Tencent

• Alibaba

What is the expected impact of higher gas prices on Chinese gas utilities in the short term?

• Significant profit increase

• No impact

• Decrease in demand

• Challenges in passing on costs