ARC Picks in China

Adam Roseman of ARC China in Shanghai discusses what he means when he says that “the Chinese export markets are completely broken.” Mr. Roseman explains that although it is true that as a giant exporter of goods around the world China, exports have been declining and the Chinese economy has been relying more and more on domestic sales to fuel their economy.
The ARC picks in China at the moment are “Consumption Driven Industries” and “Clean Energy Companies.”

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