The Investor's Guide to China: China Consumer (#22)
Fidelity Answers: The Investment Podcast
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The Rise of the Chinese Consumer Market
There's definitely potential for that in China as well. As we were talking about earlier with the SOE's talking about higher returns, more capital return. So you're actually starting to see the total share count start to shrink. Some really significant buybacks, even from the big tech companies. Basically, I think there is less appetite for consumers to spend on goods rather than experiences.
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