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China boasts the biggest consumer market in the world by population with large parts of it still under-penetrated. Wealth and technology are fuelling the sophistication of tastes and diversifying demand, often in unexpected ways. Success in this market is only for the most nimble, bold and canny of businesses and mapping the patterns of Chinese consumption is essential to any investor in the region.
Portfolio managers Hyomi Jie and Dale Nicholls, and analysts Ben Li and Jason Fu, discuss the trajectory of consumption in the country and what it means for markets.