
What This Money Manager Learned Traveling in Covid-Zero China
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Is the Consumer Economy Changing?
i'm curious about the consumer company's a that you cover and invest in. How has the consumer economy been changed during covid zero? And are any, any of the companies you cover sort of struggling to to deal with thatad and to adapt? Yes, we dobly se some impact in the last couple of months. I think april may were worse, but i think, you know, againa very consistent trend that i'm observing is thatconsumer spending was going higher.
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