Hunting for the next Blackmores

China's demand for Australian consumer goods is well known - but how long can it last and are we missing any stocks reaping the benefits?

Summary: Demand in China for Australian lifestyle and consumer products has received plenty of media attention – now it’s time for investors to consider the likely value and growth potential of stocks affected by this thematic. For instance, Blackmores has a strong brand and plan, but we must factor in the exceptional long term earnings growth the company must see in order to maintain share price momentum.

Key take-out: Eureka Report will be on the lookout for new opportunities in the China space going forward.

Key beneficiaries: General investors. Category: Shares.


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