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China Internet Sector Outlook

Expect revenue and earnings growth of China internet companies to recover gradually into FY23. Learn more to unlock growth opportunities in China's internet sector after China's reopening. By Celia Qiu

China Consumer Brand Review

China’s consumption continued to show a recovery trend in 1H21 though consumer services still have not fully recovered to pre-pandemic levels. We By Sol Ahn, CFA

The Key Trends Shaping the Chinese Catering

As a result of COVID-19, the restaurant industry has been heavily impacted and has become a key laggard in terms of recovery pace; mainly due to social distancing measures. In… By Sol Ahn, CFA

E-commerce Extension

We published an introduction piece on the e-commerce industry called ‘The spending tap – A look at China’s booming e-commerce sector’ earlier this year, where we focused on Alibaba, which… By Sol Ahn, CFA

A Makeover for China’s Cosmetic Industry

The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing that extra edge in market share, similar to that of… By Yifan Miao

“Guochao” – The Rise of Homegrown Chinese Labels

“Guo” stands for country, and “Chao” stands for Chao Liu, which in mandarin means fashionable. Guochao has become a top buzzword ever since China’s domestic sportswear brand Li-Ning’s debut at… By Mirae Asset Asia Pacific Research

School’s Out, e-Learning Shines

Online education will be the key growth driver in the After-school Tutoring (AST) industry in China, and we believe the COVID-19 pandemic could be a trigger point for the growth… By Sol Ahn, CFA

Consumer Brand – Sino US Trade Deal Phase One

Implication of import quotas on the agricultural industry, from the China-US trade deal The Agreement So Far Agriculture lies at the very heart of the Phase One Economic and Trade… By Mirae Asset Asia Pacific Research

The Dawn and the Future of Athleisure

The robust growth of the sportswear industry is not just a Chinese consumer trend but also a global phenomenon. With rising health awareness, more people are participating in sporting activities… By Mirae Asset Asia Pacific Research

Demand for Education in China Remains Strong

Why the demand for education in China remains strong Rapid economic growth is underpinning a desire for better education Parents are willing to invest heavily in their children’s future The… By Mirae Asset Asia Pacific Research

China Cosmetics Industry

Cosmetic is a unique category with discretionary or luxury element as many women are willing to pay a premium for a ‘Chanel lipstick’ for instance

Emerging Consumer Trend in China: Guochao

 Q1. What is the emerging consumer trend in China? The rise of homegrown Chinese brand seems to be one of the strongest trends in China. “Guochao” has become a ...

E-Learning Sees Surge in Demand in China

   Q1: Why do you believe the COVID-19 pandemic could be a trigger point for online education growth? Schools in China had been closed for a few months since ...

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