China Consumer Discretionary

China Consumer Discretionary: Beneficiaries of The Nationalistic Trend

We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China's consumer discretionary sector and provide deep-dives into their investment merits.

Thematic (Sector/Industry)
1.1k Views, 31 Mar 2022 21:08
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Osbert Tang, CFA
China Analyst - Onshore Credit, Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)

Osbert Tang is an equity analyst with over 20 years of experience with focuses on China transport, infrastructure, indus... 

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