Retail
Johnson & Johnson's Dabao – universal winner
The cosmetics brand was popular with rural residents for its low cost and good quality.
- 01 July 2010
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TCL Corporation - TV giant
The electronics company sold 2.89m LCD televisions in the first five months of this year, up 25% from 2009.
- 01 July 2010
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Xtep – popular with discretionary rural consumers
The sports shoe and clothing company was one of the most popular brands with younger rural respondents we spoke to.
- 01 July 2010
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Anta - growing margins
The selling price of the company's sports shoes has been rising despite its popularity in lower-tier cities and rural China.
- 01 July 2010
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A new consumer cohort
Extensive China Confidential interviews across rural China shed light on the growing band of 'discretionary rural consumers'.
- 01 July 2010
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China Nepstar – hostage to state pricing
Profits have come under pressure at the drug retailer from price ceilings on products under China's essential drug list.
- 17 June 2010
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Nobao energy service company seeks NYSE listing
The domestic energy services company could be well positioned to benefit from China's push toward developing greener building stock.
- 06 May 2010
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Haier Group: Achieving higher margins
The home appliance giant is pushing to grow the share of sales of higher end products over the coming years.
- 06 May 2010
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White goods: Seeking refuge in higher technology
White goods manufacturers face a challenging future as input prices rise and the real estate market starts to cool, but those companies able to slip out of the mid-technology trap should fare well.
- 06 May 2010
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Midea: Ready for new energy saving standards
A significant proportion of Midea's air conditioner models meet new efficiency standards making it eligible for hefty subsidies.
- 06 May 2010
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Selected Views
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Access Asia - The 'five consumptions' -
Jing Ulrich, JPMorgan: China's US Treasury Holdings Register Largest Monthly Decline Since 2000
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BDA China: China Mobile's App Store: How will 'Mobile Market' fare? -
BDA China: Bandit handsets: The pull of the orient
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BDA China: Analyst Note: Cable TV in China - Has great potential, and always will?
- More
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