Brandes Investment Partners' Lau on China

The video discusses investment opportunities in China, focusing on tech giants, sportswear, and EV sectors. It highlights the impact of COVID on travel and gaming industries, and explores emerging markets in Southeast Asia, particularly Indonesia. The semiconductor demand in Northeast Asia is analyzed, along with the volatility and policy risks in China. The video suggests a cautious approach to investing, considering long-term views and selective opportunities.

What factors should be considered when investing in Chinese tech giants?

How have the valuations of internet giants changed over the last decade?

What sectors were expected to benefit from Chinese policy, and what is their current status?

What are the potential investment opportunities in Southeast Asia despite the challenges posed by COVID?

What is the outlook for the semiconductor shortage and its impact on markets?

How can investors navigate the volatility associated with Chinese investments?

What strategies can be employed to find good investment opportunities in the current environment?