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Episode 15: Meituan and Starbucks: Attention on China from reopening to regulation
In this episode 15 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities turn to China and explore new developments from reopening to regulation. What’s the latest for China’s Covid-Zero situation? Have there been any developments in China’s regulatory crackdown? And how have Meituan and Starbucks been dealing with issues ranging from lockdowns and reopening to rising prices and inflation? Get more exclusive market insights at www.iocbc.com/tradingmatters.
Key Themes
• China reopening, more divergence across China and the US
• Meituan: Chinese food delivery withstood lockdowns in cities
• Starbucks: Reopening its Shanghai stores in lockdown rebound
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By OCBC SecuritiesIn this episode 15 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities turn to China and explore new developments from reopening to regulation. What’s the latest for China’s Covid-Zero situation? Have there been any developments in China’s regulatory crackdown? And how have Meituan and Starbucks been dealing with issues ranging from lockdowns and reopening to rising prices and inflation? Get more exclusive market insights at www.iocbc.com/tradingmatters.
Key Themes
• China reopening, more divergence across China and the US
• Meituan: Chinese food delivery withstood lockdowns in cities
• Starbucks: Reopening its Shanghai stores in lockdown rebound