Smartkarma Originals

China Consumer Discretionary: Beneficiaries of The Nationalistic Trend

  • More policy measures will be rolled out by the Chinese government to support domestic consumption in 2022; and the growing nationalistic trend will benefit leading domestic brands. 
  • Within the consumer discretionary sector, we identify Anta Sports Products (2020 HK), Bosideng International Holdings (3998 HK) and Haier Smart Home (6690 HK) as the prime beneficiaries of this trend.
  • All of them are leaders in their respective sub-segment, have exemplary competitive edges against foreign players and are investing heavily in technology and distribution to solidify their moats. 

• China Analyst – Onshore Credit, Equity Long-Short • (Opens in a new window) ⧉

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