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 is a key factor to consider when investing in Chinese tech giants?

• Their advertising strategies

• Their brand popularity

• Their profitability track record

• Their market share

Which sector is mentioned as having high valuations due to Chinese policy support?

• Sportswear

• Telecommunications

• Real Estate

• Pharmaceuticals

What is a potential investment opportunity in Southeast Asia as it recovers from COVID-19?

• Traditional industries

• Real estate

• Cryptocurrency

• Luxury goods

Which industry in Indonesia is highlighted as having potential for bargain hunting?

• Agriculture

• Fashion

• Telecom

• Automotive

What is expected to continue until 2022 or 2023, impacting global markets?

• Semiconductor shortage

• Interest rate hikes

• Oil price fluctuations

• Trade wars

What is a suggested strategy for investing in China given the current regulatory environment?

• Invest in real estate

• Avoid all Chinese investments

• Focus on consumer-oriented areas

• Invest heavily in tech startups

What is a potential risk when investing in China according to the transcript?

• Currency devaluation

• High inflation rates

• Labor shortages

• Policy direction transparency