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 Slowdown in China's Equities

I'm still of the belief that we're going to have a recovery in China and China will still outperform the rest of the world in growth. Some categories are going to get stuck, are going to are going to feel the slump this year as COVID tell when it's dissipated. It's just because you know it's not it's not a full tide that lives all boats, so to speak.

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