In today’s briefing:
- China Investment Opportunities in 2023
- India Australia ECTA- Threat to Domestic Wine Leaders?
China Investment Opportunities in 2023
- China’s re-opening in 2023 will lead to gradual economy recovery. GDP growth is expected to rebound to ~4.5% from 3.3% in 2022.
- China’s earnings growth will resume, and equity market valuation is at an attractive level now.
- Near-Term re-opening related investments opportunities and long-term growth themes of the China market.
India Australia ECTA- Threat to Domestic Wine Leaders?
- The India-Australia Economic Cooperation and Trade Agreement (INDAUS ECTA) has come into force this week onward.
- Out of the plethora of goods and services to be influenced, we find the wine industry especially in India could be an interesting beneficiary.
- Given that Australia is one of the bigger wine exporters, expansion into the Indian market might change the dynamics of domestic wine industry, and players like Sula Vineyards (1332009D IN).
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