India, Singapore an Alternative to China: Credit Suisse’s Fineman

The video discusses investment alternatives to China, highlighting India, Singapore, and Korea as promising markets. It explores opportunities within the Chinese market, focusing on sectors less affected by regulatory crackdowns. The impact of COVID and trade wars on supply chains is examined, with a focus on the movement of production to Vietnam and India. The valuation and performance of Asian banks are analyzed, noting their potential for future growth. Finally, the video considers the investment potential in Indonesia, emphasizing its undervalued market and strong commodity pricing.

What is the significance of the movement of cell phone production to Vietnam and India?

What are the expectations for Indonesia's market recovery in relation to commodity pricing?