Consumption
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Consumer goods companies facing uncertain outlook
Consumers around the world are feeling unsettled, and are paying more attention to their spending than they have for a long time. Brand name companies, who are also under cost pressure, have to choose between defending their margins and their market share.
“The Scale of Opportunity in China is Unique”
Baillie Gifford have been very successful as long-term investors in Tesla and Amazon. Now, the Scottish asset manager‘s focus turns to Moderna and opportunities in China.