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Peiqian Liu
Article 2 min read

Chart Room: Retail therapy for Japan’s ‘lowflation’ headache

The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.

Peiqian Liu + 2 others | 18 May 2023

Taosha Wang
Article 3 min read

Proxy plays on China’s consumer rebound are all the rage in Paris

Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.

Taosha Wang + 3 others | 28 April 2023

Lynda Zhou
Article 2 min read

How far can ‘revenge spending’ consumers carry China’s economic rebound?

Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.

Lynda Zhou + 1 other | 13 February 2023

Victoria Mio
Article 2 min read

Chart Room: EVs plug into the mainstream in China

Chart Room: EVs plug into the mainstream in China

Victoria Mio + 2 others | 1 December 2022

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: China's Next Phase

What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.

Catherine Yeung + 7 others | 8 November 2022

Victoria Mio
Article 4 min read

ESGenius: Greening ‘Made in China’

While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.

Victoria Mio + 4 others | 15 December 2021

Paras Anand
Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Shing Zhu
Blog 2 min read

Chart Room: The kitchen gets hotter for China’s gadget makers

Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.

Shing Zhu + 2 others | 30 September 2021

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