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The Companies and Markets show: A travel boom and semiconductor wars

Investors' Chronicle

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Is the China Reopening Story a Big Change?

I've been quite personally speaking, you know, quite interested in the China reopening story. I think it could be a big change factor this year. So we'll be keeping an eye on that. One thing to say with the ISG, as with many leisure travel companies over the past few weeks, months,. share price has already gone up a fair amount since the lows in September, October.

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