Look Through the Noise, Focus on Fundamentals: Thom

The video discusses the current market volatility and the importance of focusing on fundamentals when selecting stocks. It highlights opportunities in Asian equities, particularly in China, despite the slower-than-expected post-pandemic recovery. The discussion emphasizes the potential in consumer-focused companies, especially those insulated from geopolitical issues. The video also explores the consumer theme across emerging Asia, noting the impact of inflation on consumer staples and discretionary sectors.

What opportunities does the speaker see in the consumer sector in China?

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How does inflation impact the consumer staples and discretionary sectors according to the text?

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