South Korean Chip Stocks Favored: Dalton Investments

The video discusses investment opportunities in Asia, focusing on market recovery post-COVID-19. It highlights advanced countries like Korea, where financial corrections present opportunities, especially in technology and materials. The ASEAN region is analyzed for its challenges and potential, with fintech emerging as a growth area. The discussion emphasizes long-term investment strategies and the importance of structural growth sectors.

What challenges are anticipated for the Korea semi names in the coming months?

What opportunities might arise for long-term investors in ASEAN countries despite current challenges?