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June 22, 2025 25 mins

China’s retail sales are soaring—but is this recovery real or just a policy sugar rush?

With consumer spending lifted by subsidies yet long-term income growth slowing, investor confidence is being tested.

Pop Mart’s plunge shows how quickly sentiment can shift amid regulatory rumblings.

Michelle Martin asks Dividend Titan’s Willie Keng what he saw on his recent China trip—and why he’s maintained his conviction on value stocks.

Are there unappreciated gems like China Resources Beer, or should investors brace for volatility?

Hosted by Michelle Martin.

Companies: Pop Mart, China Resources Beer, Tsingtao, EV firms, local brands, tech innovators.

See omnystudio.com/listener for privacy information.

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