a-consuming-interest-in-china

A consuming interest in China

Access Asia's Paul French gives on-the-ground insight into the China consumption story.
There have been a number of Hong Kong listings this year that ought to be beneficiaries of the increasing levels of Chinese consumption û sportswear company Xtep and department store operator Maoye International are two notable examples û but they have underperformed a poor market. Is this because there is something wrong with the fundamentals of Chinese companies, or is it due to a lack of investor confidence Paul French, founder and chief China analyst of Shanghai-based research firm Access Asia, talks about how the consumption story has panned out.

Do you think that investors interested in China have become too enthusiastic about the consumption story
A couple of years ago, a lot of people,...
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