Robeco APAC CIO: Underweight China, Hong Kong

The transcript discusses the impact of FOMC decisions on Asian markets, focusing on interest rates and stock values. It analyzes the response of Asian markets to changes in US yields, highlighting differences in countries like Korea and Japan. The discussion covers the potential benefits of tapering for economic recovery and confidence. China's market position is examined, noting liquidity issues and regulatory risks affecting growth. The transcript concludes with a positive outlook on Asian markets due to strong earnings revisions, despite some commodity market corrections.

What factors contribute to the underperformance of Chinese equities according to the text?

What is the outlook for earnings revisions in Asia as mentioned in the text?