Allspring Global Investments' Irwin on Global Markets

The video discusses the undervaluation of Chinese shares, the impact of the real estate sector on consumer sentiment, and the outlook for emerging markets excluding China. It highlights the potential in South Korean tech companies and opportunities in Southeast Asia due to supply chain reshoring. The discussion also covers the influence of currency fluctuations and interest rates on market dynamics.

What factors contribute to the undervaluation of Chinese shares?

How does the disconnect between sentiment and economic data affect investment in China?

What role does the real estate sector play in consumer sentiment in China?

What are the implications of a strong dollar on emerging market equities?

What changes have occurred in the investment outlook for South Korea's market?

What long-term opportunities exist in Southeast Asia regarding supply chains?

How might Chinese companies' focus shift in the coming years?