Japanese Market Offering Reasonable Value, Robeco Says

The video discusses the impact of political risks on Japanese stocks, highlighting the reasonable value and strong IP backing of Japanese companies. It also covers broader Asian market trends, focusing on economic recovery and interest rates. The semiconductor industry in Japan is explored, noting opportunities despite supply shortages. Finally, the video examines changes in Chinese equities, emphasizing opportunities for stock pickers amid regulatory scrutiny.

What is the current situation regarding chip shortages in Japan and its impact on the market?

How is the scrutiny of different sectors in the Chinese economy affecting investment opportunities?