Robeco's Crabb on Market Outlook, US-Asia Valuation Gap

The video discusses investment strategies, focusing on avoiding expensive stocks and exploring opportunities in ASEAN, particularly Indonesia. It examines Korean tech valuations, the impact of interest rates, and market conditions in Hong Kong, China, and Japan. The potential for future portfolio changes is also considered, with a focus on China and Korean tech.

How do inflationary pressures affect the investment landscape in Asia?

What are the key considerations when evaluating Hong Kong listings?

In what ways are Japanese companies adapting to improve their financial performance?