
The Investor's Guide to China: China Consumer (#22)
The Investor's Guide to Asia
Reflection on China's Recovery and Investment Opportunities
The hosts analyze China's recovery from COVID and the potential investment opportunities, highlighting the limitations of macro data and the importance of on-the-ground insights. They also discuss positive trends in the consumer sector and express anticipation for future episodes, while expressing gratitude to guests and mentioning sponsor Fidelity.
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