Trina Chen, co-head of China Equity Research at Goldman Sachs, talks about China's efforts to manage overcapacity in key sectors like solar, steel, and lithium. She says demand has been decent, and addressing the supply problem is the best way to address the problem – and adds that electric vehicles could be well-poised to benefit from some consolidation.
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Video at Youtube: https://www.youtube.com/watch?v=GuptQn_An2I