Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China.
They also get into the gritty on relocating a factory with East West Associates’ Alex Bryant and Mark Plum: what goes into deciding to relocate, how the ASEAN countries compare with China, and more.
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The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.
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