Table of contents
Embracing China’s consumption boom ............................................................................... 6
And the winners are .......................................................................................................... 13
The 24 stocks by sector..................................................................................................... 18
The beginning of a new era –Chinese consumption.......................................................... 33
Key sector observations .................................................................................................... 47
Key sector observations .................................................................................................... 48
Survey methodology.......................................................................................................... 61
Detailed sector notes ......................................................................................................... 68
General and wealth............................................................................................................ 69
Autos................................................................................................................................. 80
Beverages and food........................................................................................................... 90
Electronics and tech ........................................................................................................ 104
Food retailers................................................................................................................... 116
Food service .................................................................................................................... 119
Household and personal care.......................................................................................... 122
Luxury goods ................................................................................................................... 129
Sports goods and footwear.............................................................................................. 133
Internet............................................................................................................................ 141
Telecoms ......................................................................................................................... 156
Travel.............................................................................................................................. 166
Housing and property loans............................................................................................. 178

[此贴子已经被作者于2008-3-30 13:25:18编辑过]