Morningstar Favors ENN Energy; Tencent, Alibaba in 'Buy List'

The video discusses investment opportunities and risks in the Chinese market, focusing on ENN Energy's resilience amid trade wars and the potential of the Chinese consumer sector. It highlights risks in infrastructure and building materials, while suggesting opportunities in Japanese and European automation companies. The video also emphasizes the long-term potential of Chinese internet companies like Alibaba and Tencent, despite trade war concerns.

What investment opportunities are suggested for the Japanese equities market?

How do trade war concerns affect the valuation of companies like Alibaba?