Hedgeye Podcasts

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

May 6, 2023

32:33

AI Chapters

Episode notes

Introduction

2min

The Decline of China's GDP

2min

The Uncertainty of Consumer Spending in China

3min

The Impact of Stimulus on China's Economy

3min

The Slowdown in China's Equities

3min

The Future of the Unemployment Situation

3min

The Impact of COVID on China's Economy

3min

The Implications of Chat GPT on Education

4min

Chinese Military Companies That Are Investable

2min

10.

China in a Quad One or Quad Two for Q2

2min

11.

The Volatility of the Equity Markets in China

5min

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Felix Wang (@HedgeyeChina) as Ami puts Felix in the hot seat on everything China, focusing on China's COVID comps, unemployment, stimulus and the latest market moves.

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