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		Looking at Temasek and GIC's moves on Alibaba and Yum! China, it seems that they are still positive on the increasing consumption power of the Chinese middle class.....
However, the manufacturing industry seems to be running out of steam
	
	
	
	
	
 
 
	
	
	
		
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		 (07-06-2016, 01:30 AM)Dividend Knight Wrote:  Looking at Temasek and GIC's moves on Alibaba and Yum! China, it seems that they are still positive on the increasing consumption power of the Chinese middle class.....
However, the manufacturing industry seems to be running out of steam
It is consistent with the China gov policy, to restructure from export-driven to domestic consumption driven economic, isn't it?
	
 
	
	
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		 (07-06-2016, 09:20 AM)Stocker Wrote:   (07-06-2016, 09:12 AM)CityFarmer Wrote:   (07-06-2016, 01:30 AM)Dividend Knight Wrote:  Looking at Temasek and GIC's moves on Alibaba and Yum! China, it seems that they are still positive on the increasing consumption power of the Chinese middle class.....
However, the manufacturing industry seems to be running out of steam
It is consistent with the China gov policy, to restructure from export-driven to domestic consumption driven economic, isn't it?
Believe this is applicable not just to China's factories , all factories on Earth are also in the race to survive , who is not ?
Probably, factories in Vietnam?
	
 
	
	
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡