China Macroeconomics & Academia

Christopher Balding

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<p>Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies, or unsustainable shifts in consumer behavior.  Though it is too soon to say for sure, what is happening, the warning signs are there.</p>

Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies, or unsustainable shifts in consumer behavior.  Though it is too soon to say for sure, what is happening, the warning signs are there.

Nanjing Xinjiekou Department S (600682 CH)

Beijing Yanjing Brewery Co, Ltd. (000729 CH)

Inner Mongolia Yili Industrial Group (A) (600887 CH)

Beijing Dabeinong Technology Grp (002385 CH)

China Shipbuilding Industry Group Power (600482 CH)

Shenzhen Agricultural Products Co, Ltd. (000061 CH)

Chinese Universe Publishing&Media (600373 CH)

Meinian Onehealth Healthcare H (002044 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Chongqing Changan Automobile Company (200625 CH)

Shenzhen Overseas Chinese (A) (000069 CH)

Beijing Gehua Catv Network Co, Ltd. (600037 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Songcheng Performance Development (300144 CH)

Anhui Zhongding Sealing Parts Co, Ltd. (000887 CH)

Belle International Holdings (2129452D HK)

Sichuan Changhong Electric Co, Ltd. (600839 CH)

Henan Shuanghui Investment & Development (000895 CH)

Wens Foodstuff Group Co., Ltd. (300498 CH)

The State of Online Retailing in China