Chinese Telecom Stocks Favored, Antipodes Partners Says

The video discusses the potential slowdown in the US market and explores investment opportunities in Chinese telecommunication stocks, particularly China Unicom and Telecom. These stocks are seen as undervalued due to their oligopolistic market position and capital discipline. The video also examines Chinese consumer stocks, highlighting Jiangsu brewery as a promising investment due to its growth potential and market positioning. The discussion suggests that tax cuts in China could lead to a rebound in consumer spending, making these stocks attractive for investors.

How does Jiangsu brewery differentiate itself in the market?

What are the expectations for household balance sheets in China for the first half of the year?