Lombard Odier's Lee Sees Opportunities in China Consumer Stocks

The transcript discusses the potential for a US-China trade deal and its impact on markets. It highlights political pressures, tariffs, and the upcoming election's influence on negotiations. The discussion also covers investor strategies amid geopolitical tensions and the potential for economic stimulus in China, which could benefit consumer stocks.

In what ways could a full-fledged trade war impact consumer stocks in China?

What long-term trends are expected for Chinese consumers despite current pressures?