Asian Stocks Still Relatively Attractive, Morningstar Says

The video discusses current market conditions, highlighting a 15% discount to fair value estimates despite a 4.6% rise in the first quarter. Communication services and technology sectors still show a 20% discount. Japan is seen as attractive due to potential benefits from China's policy changes, despite possible choppy earnings for exporters. The Chinese market shows strength, with consumer confidence expected to rise due to stabilizing home prices. Key opportunities are identified in sectors like technology and consumer goods, with regulatory pressures expected to ease.

How are Japanese companies expected to benefit from China's policy switch?

What is the outlook for the Chinese consumer market in the second half of the year?