The Investor's Guide to China: China Consumer (#22)
Fidelity Answers: The Investment Podcast
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The Importance of Connecting Face to Face With Management
Dale Nichols, one of our Hong Kong based portfolio managers with a distinct focus on China and he or me G who's an expert on the Chinese consumer sector also a portfolio manager with us. Dale this was the first time for you back in China in a long time. It was great to be on the ground. We've done lots of Zoom meetings over the past few years but to really connect face to face with management was great. Tina Tian, portfolio manager. The consumers started to weaken in mid-February and it's subsequently weakened every month since. Casey McLean,. portfolio manager. And we're also seeing e-commerce platforms actively responding to this trend by focusing more price-competitive
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