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The Investor's Guide to China: China Consumer (#22)
Fidelity Answers: The Investment Podcast
The Value-Focused End of the Consumer Sector
Dale: It's that excess savings turning into spending that's going to be the real focus over the next couple of quarters. Dale, on this point about pricing points and goods and services, Hiyomi already mentioned luxury we heard from Eric. But you're also finding opportunities in sort of the value-focused end of the consumer sector. So what do you mean by this? Or what exactly are you finding? Yeah, I mean, it's really across a range of sectors, but I think of basically a discount retailer, effectively a dollar shop that's done a great job.
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