Many Bottom-Up Stock Opportunities in China: Crabb

The video discusses valuation trends in Asia, highlighting historical lows and market sell-offs. It explores investment opportunities in Japan, focusing on restructuring and the yen's impact. The discussion then shifts to China, analyzing market risks and opportunities, with a focus on high-quality companies and shareholder-friendly policies.

What are some of the valuation opportunities mentioned in relation to Japan's market?

How has the inflationary outlook changed in Japan according to the discussion?

What factors are contributing to the 'trapped value' in Japan?

What challenges are currently faced by companies in China as discussed?

What signs indicate that some companies in China are starting to perform better despite the weak macro environment?