00:00 - Apart from the good GDP print, there’s also other data supporting a a firm Chinese economy. Freddie Lim thinks that even the sharp electronics slump in Singapore might reverse, judging from leading indicators like the PMI.

06:22 - Amazon looks like it’s cutting losses from the highly competitive Chinese market and regrouping to go big into India. We also discuss the differences in business models between Amazon and the Chinese players.

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