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The Investor's Guide to China podcast: Consumers
"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.
With nowhere to go, Chinese tourists spend closer to home
Most travel destinations remain off-limits, and as Chinese people’s savings have increased, so has their pent-up demand and desire to treat themselves.
Chart Room: Chinese consumers’ growing preference for local brands
The Covid-19 experience is spurring changes in behavior among Chinese consumers. Among these is a growing preference for domestic brands over foreign ones.
China’s tourists step out again
Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.
Grocery retail is the next frontier for e-commerce in China
Chinese internet companies like Tencent, Alibaba and JD.com have been acquiring and teaming up with bricks-and-mortar stores.
From Made in China to Designed in China: The luxury brands moving up the value chain
If you haven't heard of these luxury Chinese brands, you will soon. Portfolio Manager Hyomi Jie investigates the premiumisation of fashion labels like JNBY.
US hikes tariffs on Chinese goods: Views from the Asia investment desk
US hikes tariffs on Chinese goods: Views from the Asia investment desk
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