Navigating China Consumer Sector’s 2H Earnings and Risks: BI Replay

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Duration: 54 Minutes

Original Date: July 09, 2024

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Bloomberg Intelligence (BI) APAC consumer analysts, Catherine Lim, Ada Li and Angela HanLee will discuss their 2H growth expectations for goods and services from various discretionary-staple industries, including their e-commerce strength, on mainland China. The team will focus on areas of potential surprises to 2H sales and earnings drivers for sportswear, cosmetics, home appliances, beverages, restaurants and travel companies in China with the aim to identify the category with the strongest growth opportunities into 2025.

Navigating China Consumer Sector’s 2H Earnings and Risks: BI Replay

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