China Consumer_ Stock-picking in 2025
-·2025-01-16 07:53
12 Jan 2025 15:35:30 ET │ 61 pages China Consumer Stock-picking in 2025 CITI'S TAKE In our view, it will take time for the government's pro-consumption policies to boost growth of most China consumer companies in 25E. With low expectations on the positive impact of government policies (especially in 1H25E), we have used a thematic approach to analyze the evolved industry landscape in recent years and identify investment opportunities in 25E. Our Top Buys: Mengniu, CR Beer & Giant Bio in staples; Haier, Mide ...