Morningstar's Tan on Markets and Strategy

The video discusses the impact of the Delta variant on emerging markets, particularly in Southeast Asia, and the efforts to increase vaccination rates. It explores industry opportunities in Asia as it reopens, focusing on technology and financial sectors. The video also provides insights into the property and financial sectors in China, highlighting potential investments in state-owned enterprises and REITs. Finally, it analyzes the energy sector, addressing challenges like the energy crunch in China and the potential benefits for oil and gas companies.

What opportunities exist in the China technology and internet space according to the text?

What challenges do gas utilities in China face in the near term?