Schroders' Liu: The key themes driving China's growing consumer sector

Consumer sector becoming more dominant

Lauren Mason
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E-commerce is one of the key trends driving the growth of the consumer market in China
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E-commerce is one of the key trends driving the growth of the consumer market in China

The expansion of e-commerce, the return of overseas consumption and greater economies of scale for larger firms are some of the key themes driving China's consumer sector, according to Schroders' head of China A-shares research Sarah Liu.

In a blog published on Schroders' website yesterday (15 October), Liu said the outlook for the second-largest economy's consumer sector is only becoming stronger, as restrictions on movement are lifted and shops have begun to reopen in controlled environments. While investment and export sectors have so far led China's recovery, the head of research pointed out that the consumer sector is now picking up more meaningfully, with the contribution of consumption to China's GDP expected to increase even before the pandemic hit. Social commerce in China: teleshopping redux "Private consu...

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