Brandes' Lau on Markets and Strategies

The video discusses the impact of dollar strength on emerging markets, particularly South Korea, highlighting challenges in the semiconductor sector and potential opportunities in defensive sectors. It explores geopolitical risks in Asia, emphasizing Southeast Asia's relative stability and the ongoing COVID reopening. The discussion also covers China's COVID reopening prospects and the potential for recovery in the Chinese tech sector, contingent on regulatory developments.

What are the expected impacts of COVID reopening in Southeast Asia and how does it differ from China?

What indicators might suggest a turnaround for the Chinese tech and internet sectors?