Robeco Sees Opportunities in Southeast Asian Markets

The video discusses the impact of inflation on risk assets and corporate earnings, highlighting the challenges faced by central banks in controlling inflation. It explores investment opportunities in Asia, noting the region's resilience and potential for growth despite global economic challenges. The discussion also covers China's economic outlook, considering the effects of COVID-19 policies and potential stimulus measures. Finally, the video examines market opportunities in Asia and Japan, emphasizing the importance of diversifying supply chains and the potential for economic recovery.

In what ways has Asia's economic performance differed from expectations during the pandemic?

What factors could influence the future economic outlook for China and Japan?