Now Time to Refocus on Long-Term Themes in China, Says Daiwa Capital's Kitney

The video discusses the Greater China strategy, emphasizing the importance of focusing on long-term themes in China, Hong Kong, and Taiwan. It highlights consumer trends like premiumisation and the development of the Greater Bay Area. The video also analyzes trade management, the probability of trade deals, and their impact on the economy, including the potential for a recovery led by China.

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