Under the Banyan Tree – How are Chinese earnings rising as growth slows?
HSBC Global Viewpoint
00:00
The Impact of Micro Developments on Economic Growth in Asia
The DRAM sector in Korea has consolidated and performed well over the last, say, 10 years. The Indian telecom industry did not perform very well from 2006 to 2016 or 17. Maybe the EV sector in China is a nice example, where this is starting to take place,. And maybe real estate as well. That might explain that differential between the macro and the macro.
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