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Nine key themes for 2015

China Confidential has identified nine key themes that are likely to present both opportunities and risks in the coming year. 

18 December 2014

Reform watch – one year on from the third plenum

A progress report on key areas of reform in 2014 and a look ahead to policies likely to be announced in 2015.

18 December 2014

Consumer sector outlook for 2015

Our outlook for key consumer sectors and companies in 2015.

18 December 2014

Seeking growth amid a further slowdown

Although moderating incomes and economic uncertainty will drag on consumption growth in 2015, key subsectors look set to continue to outperform.

18 December 2014

Labour market shifts pose challenges

Our survey of labour exchanges, job-search websites, employers and workers nationwide suggests that, while the overall employment picture remains relatively robust, shifting market dynamics are resulting in skills mismatches.

04 December 2014

Amorepacific – cashing in on Korean pop culture

Korean cosmetics-maker Amorepacific is set for continued rapid growth, driven by effective store expansion, successful digital marketing and a well-judged price point, all underpinned by the rising popularity of South Korean popular culture among Chinese consumers.

04 December 2014

L’Oréal – market leader faces headwinds in China

Although it remains the leading make-up company and the most popular cosmetics manufacturer overall in our consumer survey, intensifying competition is likely to result in below-average full-year sales growth in China in 2014.

04 December 2014

Estée Lauder – leading the premium market

Despite a China sales slowdown, rapid channel expansion should help Estée Lauder further strengthen its leading position in the fast-growing premium cosmetics segment.

04 December 2014

Shanghai Jahwa – recovering from upheaval

Domestic cosmetics manufacturer Jahwa is set to report solid sales growth in 2015, supported by a renewed strategic focus on its key brands and the resolution – in the short term at least – of major managerial conflicts.

04 December 2014

Cosmetics – the cream rising to the top

Cosmetics companies with higher exposure to fast-growing sectors and an internet-savvy distribution and marketing strategy are likely to come out on top in China’s increasingly competitive beauty products industry.

04 December 2014

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