Will Be Appreciation Bias on Renminbi Through 2021: Hofer

The video discusses the demand for the renminbi due to China's strong economic performance and manufacturing export boom. It highlights the potential appreciation of the currency and its supportive role for Chinese equities. The discussion also covers current equity market sentiments, including the impact of JD Logistics and northbound flows. Finally, it emphasizes the importance of thematic investment in China, focusing on consumer trends and technological transformation.

In what ways is technological transformation impacting the consumer market in China?

What is the significance of logistics in relation to the consumer market in China as mentioned by the speaker?