China’s economic transformation has become a difficult, slow affair. But a new group of corporate winners is emerging that is drawing the attention of investors. These companies cater to China’s middle-class consumers, who policy makers hope will take up the slack in the economy as stalwart industries such as steel making and real estate struggle. While...
A new group of winners is emerging out of China 's economic slowdown , as China 's middle class shopping habits make an impact on the economy , whilst steel making and real estate struggle . Companies such as Nike are benefiting from the exercise boom in China , whilst Japanese products , such as condom maker Okamoto , and Laox are thriving due to consumers travelling more , and a cheaper yen creating profits . Inside China , healthcare , alternative energy , education , airports , media and entertainment have experienced revenue growth . Some of those industries that are losing at present , which we have mentioned in previous briefings , are : Brands , as Chinese consumers lose interest in KFC and Pizza Hut , along with others such as wind turbines and the auto industry .