China Consumption Stocks Worth Looking at, UOB Private's Tan Says

The video discusses the recent trends in global and Chinese markets, highlighting the decline in stock valuations and the potential for tactical moves in key Chinese stocks. It emphasizes the growth of domestic consumption in China, predicting it will become a larger share of GDP. Despite a recent consumer slowdown, the video suggests this is a cyclical pullback, with potential policy stimulus expected to boost consumption. The role of technology as an enabler for Chinese consumption is also explored, suggesting it will play a significant part in the future consumer landscape.

In what ways might policy stimulus affect consumer behavior in China in 2019?

What signs indicate a potential resurgence of the Chinese consumer?