Consumer China
Rural discretionary consumer family – emerging from subsistence
09 September 2010
CHINA CONFIDENTIAL FUNDS
CHINA CONFIDENTIAL FUNDS
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.
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Macro View
Optimistic consumers
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The Big Call
Survey shows strong consumer demand
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Consumer China
Urban low income group – self-improvers on the lowest urban rung
Laptops and white goods – Apple gains on Lenovo, Haier strong in white goods
Mobile phones – Nokia losing share to Blackberry and Apple
Cars – high-end models thrive as low-end stall
Urban middle income group – a Nokia, a Volkswagen and an eye on investments
Rural migrant workers – buying domestic brands
Paid-for education – demand for English language tuition remains buoyant
Health insurance – popularity of 'supplementary' insurance boosts key firms
Urban upper income group – big spenders, international tastes
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Financial China
Credit powers consumer activity
Select financial charts
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Best of Chinese Commentators
China's vacant housing
Is car production reaching overcapacity?
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Funds Data
Flows to Taiwan falter
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Guest Column
China's losers from healthcare reform
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