Wednesday, November 26, 2008

Retail Growth in China - Picks

Interesting take as the two suggestions are Guess and American Apparel, not Chinese retailers per se. I would focus on Chinese brands growing nationally as that is where the ENORMOUS growth opportunities are. Don't get me wrong. The Chinese middle income people will want GLOBAL brands like Guess / American Apparel but the opportunities are MUCH more limited than domestic companies and these companies have TONS of exposure to the U.S. economy and, I would think, the goal of this interview would be to get exposure to the Chinese consumer/retail growth.

Dan Ross

1 comment:

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