A Lot of Undervalued Stocks in China at the Moment: Van Rijn

The video discusses the evolving regulatory environment in China and its impact on stock valuations, particularly in the Internet sector. It explores the property and banking sectors, highlighting undervalued stocks and the challenges they face. The economic slowdown in China and its effect on consumption-related sectors are analyzed. The video compares Asian markets with the US, noting the valuation support in Asia but the lack of market rally. It also examines the impact of COVID-19 on Asian markets, focusing on Indonesia and India, and discusses interest rates and inflation in the region.

What challenges are construction companies facing in the current market?

How are rising interest rates affecting investment decisions in Asia?

What are the implications of inflation trends in Asia for equity markets?