A customer holds a 100 yuan banknote at a market in Beijing.

Jason Lee | Reuters

Moderate post-Covid economic activity in China could bring more stimulus support there – a move that would be a boost for it Estee Lauder (EL), Starbucks (SBUX) a Wynn Resorts (WYNN). These are companies in our club portfolio with significant exposure to the world’s second largest economy.

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