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.