Chinese Consumer Stocks with Specific Catalysts Could Outperform Peers

Dow Jones06-29

0504 GMT - Investors should be selective and focus on Chinese consumer stocks with specific catalysts, given the overall sector's uneven recovery, say DBS Group Research analysts in a note. These catalysts include local-for-local strategies where companies move their supply chains and manufacture locally, which could help them mitigate tariff risks, they say. Companies with scale advantages on procurement and pricing power should also see stronger market-share gains, they add. Those within niche growth segments such as the small-ticket discretionary and functional categories could also see growth, DBS adds. The bank favors Midea, Yum China and Anta Sports Products due to their structural growth visibility. Meanwhile, it flags that companies with high 2H bases such as Pop Mart and Sands China could see slower growth momentum. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

June 29, 2026 01:04 ET (05:04 GMT)

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