Tread With Caution in China Markets, Says OCBC's Menon

The transcript discusses concerns about China's economic slowdown, highlighted by recent PMI data and Apple's revenue forecast. It explores the balance between microeconomic and macroeconomic data in understanding China's economy. The potential for a US-China trade truce is considered, with expectations of gradual negotiations. China's possible stimulus measures are analyzed, with a focus on targeted policies rather than aggressive actions. Finally, the transcript examines investment opportunities in China, noting the risks and potential value traps in the current economic climate.

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How does the speaker feel about investing in China given the current economic situation?

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