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Housing market weakens in January

Developers reported a fall in home sales in January, but while this was largely seasonal, still-tight credit for homebuyers may have also dragged on the market.

29 January 2015

Chinese economic activity remained subdued in January

The results of our latest suite of proprietary surveys suggested continued weak growth momentum in January, with freight activity remaining sluggish and real estate sales slowing further. Consumer spending growth stabilised at relatively low levels, while labour demand growth also eased ahead of the Chinese New Year holiday. Export growth moderated slightly on a MoM and YoY basis but remained robust.

29 January 2015

Coach – looking to sustain rapid growth

Coach’s rapid growth in Greater China, in contrast to sluggish performance elsewhere, is likely to continue given expanding geographical coverage, a solid e-commerce strategy and moves to expand its menswear and higher-end lifestyle offerings.

29 January 2015

Prada – hit by falling high-end sales

Slowing high-end luxury sales in mainland China and the protests in Hong Kong dragged down Prada’s YoY sales in Greater China, but growth in the affordable luxury segment could lead to a rebound.

29 January 2015

LVMH – losing its appeal

The world’s largest luxury-goods maker is losing its appeal to increasingly sophisticated Chinese consumers. Although improvements to its product mix and robust demand in lower-tier cities should continue to support growth, rapidly changing tastes offer cause for concern.

29 January 2015

Michael Kors – strong growth potential despite challenges

The US brand’s affordable positioning and rapid store expansion should support further strong growth in China, despite increasing competition and its underdeveloped online presence.

29 January 2015

Special Report: China’s two-speed luxury market

Our in-depth surveys of luxury fashion buyers and store managers nationwide suggest an increasing divergence in performance between struggling high-end luxury brands and buoyant affordable-luxury brands.

29 January 2015

Special Report: Luxury brands respond to shifting dynamics

With our survey data and analysis identifying a sharp divide in performance between affordable- and high-end luxury brands in China, the latter are looking for new growth drivers amid slowing sales.

29 January 2015

Parsing the recent auto sales rebound

Analysts and experts assess the significant of strong automobile sales growth in December.

29 January 2015

Regulators clamp down on margin-trading violations

Commentators discuss the impact on A-share markets of the recent clampdown on margin lending at three of China's largest securities firms.

29 January 2015
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