Inside China’s Economic Woes

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 18 August 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items. (00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target. - The story behind Adyen’s 40% post-earnings drop. - The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China. (19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment. (33:24) Ron and Emily break down two stocks on their radar: Astec and NICE. Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	A real estate bankruptcy shakes confidence in China, and consumers across the globe focus
0:09.5	on lower price items.
0:10.9	Motelful money starts now.
0:15.9	Everybody needs money, that's why they call it money.
0:37.3	From fool global headquarters, this is Motley Fool Money.
0:40.6	It's the Motley Fool Money Radio Show.
0:42.0	I'm Dylan Lewis, joining me over the airwaves, Emily Flippin and Ron Gross, great to have
0:46.3	you both here.
0:47.3	How you doing, Dylan?
0:48.3	Good to be here.
0:49.8	We've got a sneak peek at what's next on the Vegas strip, a check-in on China, and
0:53.7	stocks on our radar, but we are kicking off talking about retail.
0:57.5	Emily, Ron, big earnings week, this week for retail, we saw results from Walmart and
1:02.2	Target.
1:03.2	We're going to talk about them in a minute, but one of the things I want to talk about
1:06.0	first is just how are you guys looking at retailers this earnings season?
1:10.6	Ron, what are you looking for in results?
1:12.5	What are you hoping to see?
1:13.5	I think a more significant return to discretionary spending for things, actual things, rather than
1:21.8	just for experiences like travel, which is doing quite well.
1:26.2	Prices still need to come down for that to happen, and consumers need to feel like they
1:30.3	have the money to spend.
	...

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