Surveillance: China Troubles with Mueller-Glissmann
Bloomberg Surveillance
00:00
How to Get Exposed to the Reopening Story?
The reopening story, if you follow the kind of template from developed markets, should be very good for domestic consumer cyclicals. And it's not easy to get exposure to that via the headline indices. Our team generally have become quite a bit more constructive, the whole North Asia complex, which they think will be pulled along.
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