Vi e w p o i n t | 11 Jan 2026 23:00:04 ET │ 79 pages China Consumer 2026 Outlook: Stock Picking with Five Investment Themes CITI'S TAKE We expect investors to rebalance portfolio profiles of "value" vs "growth" within the China consumer sector in 2026E. With our low expectation of an immediate consumption boost from government policies amid a likely less inflationary environment in 2026E, our stock picking is centered on companies' sustainable level of profit growth (which is gauged by our five investment ...