Robeco Fund Manager on Asia Strategy

The video discusses market opportunities in Asia, focusing on sustainability and valuation trends. It highlights cyclical opportunities in China and the potential for a rebound in the technology sector. The discussion also covers Indonesia's market potential and advises against investing in companies without solid business models.

What factors are contributing to the current credit quality and cash flow situation?

What are the long-term opportunities identified in Asia for investors?

How has the earnings outlook changed for Asian markets compared to developed countries?

What cyclical opportunities are being focused on in China?

What is the current sentiment among investors in China, and how does it affect market opportunities?

What is the significance of Indonesia's market performance in relation to commodity prices?

What should investors avoid when considering companies in the market?