How are investors currently interpreting the economic data, and what are their concerns?
RBC's Duan on China Equities, Strategy
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The transcript discusses the economic recovery in China, focusing on consumer spending, market strategies, and investment opportunities. It highlights the mixed economic data and its impact on investor sentiment, emphasizing the importance of sector and stock selection. The discussion also covers the recovery in travel and tourism, particularly in Macau, and provides insights into the earnings season and market trends.
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What trends are observed in the tourism data during the Labour Day holiday compared to 2019?
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What insights can be drawn from the performance of large caps versus small and medium-sized companies in the current market?
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