Consumer China
Beverages – sour, turning a little sweeter
- Published 12 Jan 2012
Lower input costs, increasing competition and industry consolidation are the key themes for 2012.
2011 was anything but sweet for China's soft drink makers. Food safety scandals, unfavourable summer weather and soaring raw-material costs left a sour taste in the mouth. But now – though it may be too early to call a turnaround – at least some aspects of the adverse business environment are starting to improve. For one thing, key input prices are coming down.
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China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.
Europe's financial problems and the US's slow recovery cast a shadow over prospects for the world economy. In this gloomy scenario, growth in China, India, Brazil and other emerging markets is certainly a bright spot. But how badly exposed is the developing world of the south to the problems of debt-ridden north? In a special report, a team from FT Brazil Confidential interviewed GlobalSource Partners local experts from 16 emerging economies.
Other Articles on this Issue
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Financial China
Selected financial charts
Default risks goad Beijing into loosening curbs
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Macro View
Stimulus required
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The Big Call
Utility prices climb
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Capital Intensive China
Knock-on effects of real estate slowdown apparent in related sectors
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Consumer China
Want Want – distribution is king
Huiyuan – chasing a margin recovery
Tingyi – seeking a boost from PepsiCo
Uni-President China – fighting back
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Rural China
Rural wealth creation stays strong in December
“Insourcing” pig producer in no mood for caution
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The Best of Chinese Commentators
Carbon tax levy
Pension funds invest in A-shares
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