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Money and Me: China's Value Bets—Hidden Gems or Mirage?

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Manage episode 490294270 series 3000003
Content provided by SPH Radio and MONEY FM 89.3. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SPH Radio and MONEY FM 89.3 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

China’s retail sales are soaring—but is this recovery real or just a policy sugar rush?

With consumer spending lifted by subsidies yet long-term income growth slowing, investor confidence is being tested.

Pop Mart’s plunge shows how quickly sentiment can shift amid regulatory rumblings.

Michelle Martin asks Dividend Titan’s Willie Keng what he saw on his recent China trip—and why he’s maintained his conviction on value stocks.

Are there unappreciated gems like China Resources Beer, or should investors brace for volatility?

Hosted by Michelle Martin.

Companies: Pop Mart, China Resources Beer, Tsingtao, EV firms, local brands, tech innovators.

See omnystudio.com/listener for privacy information.

  continue reading

3444 episodes

Artwork
iconShare
 
Manage episode 490294270 series 3000003
Content provided by SPH Radio and MONEY FM 89.3. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SPH Radio and MONEY FM 89.3 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

China’s retail sales are soaring—but is this recovery real or just a policy sugar rush?

With consumer spending lifted by subsidies yet long-term income growth slowing, investor confidence is being tested.

Pop Mart’s plunge shows how quickly sentiment can shift amid regulatory rumblings.

Michelle Martin asks Dividend Titan’s Willie Keng what he saw on his recent China trip—and why he’s maintained his conviction on value stocks.

Are there unappreciated gems like China Resources Beer, or should investors brace for volatility?

Hosted by Michelle Martin.

Companies: Pop Mart, China Resources Beer, Tsingtao, EV firms, local brands, tech innovators.

See omnystudio.com/listener for privacy information.

  continue reading

3444 episodes

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