Why Optimas Capital Bet Against Luxury-Goods Firms in China

The video discusses the slowdown in China's consumption, particularly in luxury goods, and the factors contributing to this trend. It highlights the polarization of consumption, with a shift away from the middle class. The discussion also covers market trends, economic factors, and investment strategies focusing on companies with a presence in China.

What investment strategy is suggested for companies with a presence in China?

What is the significance of the GGR in Macau in relation to luxury spending?