China’s Economy, Retail Rundown and the Shrimp Indicator 6/20/23
Power Lunch
00:00
The Importance of Investing in Shrink
UBS says shrink will be an investable theme in the back half of this year and into 2024. Are we really turning a corner and tackling this problem? I'm never a huge fan of the idea that things have gotten so bad that they can't get worse as an investment thesis maybe. But there's a real factor here that this problem's probably going to stay bad for a while.
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Transcript
