China’s covid chaos, betting against the consumer & value hunting 11/28/22
Protests against Covid controls spread across China. We’ll look at the impact on commodities, on Apple and on American companies that do business there. Plus, a former retail industry insider says it may be time to bet against the consumer. And hunting for value in this market.
November 28, 202243m 58s
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Show Notes
Protests against Covid controls spread across China. We’ll look at the impact on commodities, on Apple and on American companies that do business there. Plus, a former retail industry insider says it may be time to bet against the consumer.
And hunting for value in this market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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