Table of Contents

China Retail Sales Leading Indicators 7
China Weather Data 9
Raw Materials Price Trends – Apparel & Footwear 11
Raw Materials Price Trends – Food Commodities 13
New Regulations on Prepaid Cards 14
Chinese Tax Reforms – Long-term Consumption Boost 15
China Multi-line Retailers SSS Performance 17
Gold, Jewelry & Apparel Retailers SSS Performance 19
China Sportswear & Footwear SSS Performance 20
China Sportswear Order Book Growth vs. Actual Sales Growth 21
Sector and Stock Performance
Sector Performance Indices 22
Stock Price Performance Table 23
Ranking by Share Performance – 2012 24
Sector and Stock Valuation
Sector Valuation 27
Valuation Table 28
Ranking by P/E 34
P/E Charts 35
2012E P/E vs. 2011-13E EPS Growth 45
2012E EV/ Sales vs. 2011-13E Sales Growth 46
2012E EV/Sales vs. 2012E EBIT Margin 47
Calendar of Events 48
Great China Retail Consumer Coverage