Shaun Rein by Fantake via FlickrDomestic consumption is growing and Shaun Rein tells at CNBC what companies investors should be looking at in the short term. While both McDonalds and Yum! are doing well, Shaun Rein prefers Yum! since they cater for different consumer markets with different price points, while McDonalds sticks to one price for all.
Travel is going to be important, as cars allow Chinese consumers to travel more domestically, young Chinese with cheaper cars, looking for budget hotels. Ctrip, China’s successful travel portal would be an obvious investment.
Commercial
Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch.
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