Brandes Investment Partners' Lau on Investment Strategies

The video discusses the potential reactions of Chinese stocks to market reopenings, highlighting a possible short-term relief rally. It examines the tech sector, noting the undervaluation of Chinese tech stocks and the impact of regulatory environments. The broader economic implications of a slowdown, particularly in the property market, are considered, with a focus on Evergrande. The video also explores tech market opportunities in Taiwan and South Korea, emphasizing reasonable valuations and DRAM pricing. Finally, it highlights economic opportunities in Southeast Asia, particularly in tech and banking sectors.

What are the expectations for the tech sector in light of the current regulatory environment?

What opportunities exist in the Southeast Asian banking sector despite recent challenges?