3min chapter

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Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

Hedgeye Podcasts

CHAPTER

The Impact of COVID on China's Economy

The Chinese government associates high rates of unemployment among the youth with revolution. And so, for me, it seems like an obvious that they stimulate. The COVID comps mean that you're going to have like really like off the rails growth in the economy. But what I'm trying to figure out is there are some sectors in China that don't need a lot of government stimulus today.

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