China Auto Stocks' Valuations Getting Attractive, LW Asset Management Says

The video discusses the current state of China's auto sector amidst supply disruptions and government policies. It highlights the potential for a 'buying the dip' strategy due to attractive valuations and bottoming economic data. The video also explores the impact of fiscal support on various sectors, including infrastructure and financial markets. Additionally, it examines investment opportunities in Olympic and Euro Cup themes, focusing on companies like Sun Joe International and Budweiser APAC.

What are the potential benefits of fiscal stimulus for the infrastructure sector?

How do the financial markets relate to the actual economy in the context of the discussed sectors?

What strategies are suggested for investing in the Olympic and Euro Cup themes?