Seeing More Resilience in China’s Consumer Sector, Says Aberdeen Standard Investments’s Yeo

The video discusses the current market outlook, highlighting the uneven growth across sectors. It emphasizes the importance of stock selection, particularly in consumer sectors, which show resilience despite some slowdown in tech and industrial areas. The speaker explains the need for portfolio adjustments to align with realistic earnings expectations. The focus is on identifying opportunities in consumer trends, driven by millennials in China, and the potential for a long-term supercycle in domestic consumption.

What are the characteristics of the consumer names that are being favored?

What demographic is driving the long-term consumer trend in China?