Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom.

Source: Bloomberg.com

Date: Feb 01, 2019

Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2

Questions for discussion:

• Summarize the analysis presented.
• Do you agree with the assessment?
• What would you advise investors?