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The Investor's Guide to China: China Consumer (#22)

The Investor's Guide to Asia

CHAPTER

Exploring Capital Return and the Strong Consumer Theme in China

This chapter explores the potential for increased capital return in Japan and China, including the decline in outstanding share count due to buybacks in Chinese tech companies. It also highlights the strong consumer theme in China and the preference for experiential spending, emphasizing the great stock-picking opportunity in the consumption space.

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