2023-01-09
Nordic Asia Investment Group - Newsletter December 2022
China domestic consumption bright spot in uncertain times
China domestic consumption bright spot in uncertain times
Confidence to navigate beyond uncertainty
Export slowdown while domestic consumption recover
Resilient domestic brands despite High external inflation
Complex market environment of high inflation and rate hikes
Rebound in China A-shares driven by domestic economic recovery
Shanghai reopening marks an milestone of the recovery
Divergent Economic Cycle - Tightening Cycle vs Domestic Recovery
Global Uncertainty and Dynamic Zero Covid-19 strategy