The Investor's Guide to China: China Consumer (#22)
Fidelity Answers: The Investment Podcast
The Rise of Financial Services in a Recession
I think obviously services are leading the recovery. You've got to think about people that have been locked up for a couple of years. Definitely anything travel related. Domestic travel is recovering international travel I think will definitely increase. And then lastly, financials was with a recovery. A lot of them have really lagged but really do fit into that story of just rising penetration over time. If I look at an area like insurance you've still got very low levels of penetration.
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