abrdn's Iamthongthong on Markets and Asia Tech

The video discusses investment strategies in the context of high inflation and slower growth, emphasizing the importance of quality stocks. It highlights the addition of financials, particularly in Asian markets, due to economic reopening and rate hikes. The preference for renewables over traditional energy is driven by geopolitical factors and a clearer long-term growth trajectory. Samsung's supply chain resilience and its leadership in the semiconductor space are also examined, considering the impact of lockdowns and digitalization needs.

In what ways has Samsung managed supply chain disruptions in the semiconductor space?

What is the long-term growth trajectory for Samsung in the memory semiconductor market?