Shaun Rein discusses the US-China trade agreement, highlighting Trump’s optimistic view versus China’s more cautious approach. He emphasizes China’s growing economic power and shift in trade patterns, with the US needing Chinese manufacturing and resources. Despite market fluctuations and geopolitical tensions, Rein suggests investors consider increasing exposure to Chinese equities, anticipating future institutional investment.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others