I spoke to Tang Ning, founder of Creditease, Prof Zhang Jun, Dean Business School, Fudan University, Lu Ting, Nomura and Shen Jiang Guang, JD the 400m consumer platform- who gave me several insights on how China’s recovery might play out:
- Government stimulus
- The fear of a second wave
- The demand for SME credit
- Wealth management opportunities
- Surprising bond market opportunities
- Limits of the consumption economy
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