Guotai Junan: Looking For Investment Products From The Change Of Consumption

"If you don't have a Chinese concept in your investment, you will regret it. Then you will find the biggest and fastest in history. Economic transformation I have passed you by. Don't make such a mistake. " Donald Ruskin, the one billion consumer, advising American investors. He said the economic transformation means that China has officially entered the consumer society. According to foreign experience, growth stories in many industries will be rewritten.

Guotai Junan also believes that the consumption structure of urban residents in China has gradually completed the popularization of durable consumer goods and began to shift to service consumption expenditure, which is decided by entertainment services, health care and health services. High-end luxury goods The consumption of brands and clothing will increase dramatically, while rural residents will have great potential in various household appliances and low-end consumer goods.

Guotai Junan's research report points out that there are 12 consumer thematic funds in China, most of which were founded in 2010. The report recommends investors pay attention to the ICBC Credit Suisse consumer service industry. Equity Fund The fund has clearly invested in four sectors, namely, the daily consumption industry, the optional consumer industry, the medical care and financial sectors, with a broad and moderate degree of consumption and the closest consumption theme to everyday life.