Kweichow Moutai’s Revenue Buzzkill

The video discusses the challenges faced by a company due to changes in its distribution model, impacting revenue growth. It highlights the baijiu market's demand and supply dynamics. The video also examines consumer sentiment in China, particularly in the luxury goods sector, and the impact of Hong Kong protests on retail sales. Additionally, it touches on trade tensions affecting companies like Li and Fung.

What impact have the Hong Kong protests had on luxury retail sales?

What are the implications of trade tensions on companies like Li and Fung?