China Stock Picks for 2019 by CEB International's Lam

The video discusses the economic divergence between staples and discretionary sectors, highlighting the growth of online retail in China. It examines the impact of IPOs and market valuations, noting the need for corrections. The discussion contrasts traditional and new economy retail strategies, emphasizing the role of infrastructure investments in economic growth and job creation.

What role do consumer expectations play in the valuation of tech companies?

How do tier 2 and tier 3 cities in China differ in their retail consumption patterns?

What strategies can companies adopt to balance traditional and online retail?