Robeco on Investment Opportunities in Asia

The video discusses various factors influencing market performance, highlighting opportunities in stocks with strong earnings despite volatility. It explores long-term investment trends, focusing on sustainability, demographics, and supply chain adjustments. The ASEAN market is seen as promising due to political stability and healthy macroeconomic indicators. The video also covers opportunities in tech and semiconductor sectors, emphasizing the potential of Chinese internet stocks and the diversification of global semiconductor supply chains.

What are the current challenges and opportunities in the banking sector in Southeast Asia?

How are Chinese Internet stocks perceived in terms of growth and valuation?

What trends are influencing the semiconductor supply chain and how are companies positioned?