Tech, Consumer Stand Out in China Earnings Season

The video discusses the recent performance of e-commerce firms like Alibaba and PDD, which have exceeded expectations due to post-COVID consumer demand and cost-cutting measures. Despite stimulus efforts, the outlook for the current quarter is uncertain, with weak economic data and challenges in the real estate sector. Foreign investment has not returned, with significant outflows and a shift towards EMX China funds, which are performing better than those with China exposure.

Which e-commerce company reported a 47% increase in net income year over year?

• Alibaba

• Amazon

• PDD

• JD.com

What is the expected trend for the food delivery business in the current quarter?

• No change

• Deceleration

• Stable growth

• Rapid growth

What is one of the main challenges affecting buyer demand in the housing market?

• Low interest rates

• Increased foreign investment

• High unemployment

• Rising property prices

What was the total amount of northbound outflows reported in August?

• $20 billion

• $15 billion

• $12 billion

• $10 billion

Why are EMX China funds gaining more interest compared to traditional EM funds with China?

• They are less risky

• They have lower fees

• They offer better returns

• They are more diversified