Hu Xinwei
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Who Stands to Lose the Most from POP MART’s Downturn?
This analysis examines the evolving investment landscape, with a shift away from traditional liquors like Moutai towards collectible figures, specifically Pop Mart’s Labubu series. Fund manager Hu Xinwei is adapting his strategy, pivoting from Moutai to Pop Mart. However, concerns arise regarding performance disparities and market timing. The article also explores ChinaAMC’s challenges, declining industry position, and the need for rebuilding its research and trust system to regain investor confidence.
