Very Cautious on China, But Bullish on Japan: Robeco's Van Rijn

The video discusses market trends, advising clients to focus on long-term investments despite short-term volatility. It highlights the impact of rising bond yields on stock valuations, particularly affecting growth stocks. The analysis covers regional markets, noting caution in China due to property issues and COVID-19, while expressing optimism for Japan and ASEAN markets like Indonesia and the Philippines. The video emphasizes the importance of earnings support in investment decisions.

What are the key reasons for being cautious about investing in China currently?

How does the situation in Japan differ from that in China regarding investment opportunities?

What potential changes in consumer sentiment are observed in countries like Indonesia and the Philippines?