Long-Term Outlook for China Remains Intact: Franklin Templeton’s Lai

The video discusses a long-term investment strategy focusing on sustainable earnings in industries like healthcare and technology. It highlights recent portfolio adjustments during market fluctuations and examines the future of major holdings Tencent and Alibaba post-pandemic. The discussion includes potential market re-evaluations and the companies' ability to manage crises and leverage current situations for growth.

What industries does the speaker focus on for long-term investment due to their sustainable earnings power?

• Automotive and Aerospace

• Healthcare and Technology

• Retail and Fashion

• Energy and Utilities

What percentage of the speaker's portfolio is made up by Tencent and Alibaba?

• 10%

• 25%

• 20%

• 15%

What is a potential outcome for Tencent and Alibaba as discussed by the speaker?

• Decrease in market share

• Potential re-rating of their businesses

• Shift to a new industry

• Reduction in international presence

How has Tencent's gaming business situation changed according to the speaker?

• It is expected to see a healthy resumption

• It is being phased out

• It has been sold to another company

• It is facing new regulatory challenges

What is the growing interest in Alibaba's business model focused on?

• Ali Express international business

• New technology ventures

• Partnerships with local businesses

• Domestic retail expansion