生活之旅(英文) 内容简介

In this book Jonathan Garner and his colleagues at Credit Suisse First Boston, argue that by 2014 the Chinese consumer will likely have displaced the US consumer as the engine of growth in the global economy. Government policy is rebalancing demand within the Chinese economy from investment spending to consumption spending. Strong trend economic growth over the cycle, a rise in the consumption to GDP ratio and steady exchange rate appreciation will likely generate an 18% compound annual growth rate in the US dollar value of Chinese consumption spending over the next ten years and lead to a quadrupling in China's share of global consumption spending.
In order to identify the companies and brands which are best placed to succeed in China's rapidly developing mass consumer market, Garner and his colleagues discuss the results of the first comprehensive survey of consumer attitudes and preferences to have been conducted in China, covering 2,700 persons in eight major Chinese cities. This survey provides valuable data for the business executive or academic seeking detailed local information on sectors including automobiles, beverages, electronic goods, financial services, food producers, food retail, food services, household & personal care, luxury goods, telecommunication equipment, tobacco, and transport and leisure travel.
"China is likely to be the single most important influence on the fortunes of investors and corporates alike over the next five years, and yet little is known of what motivates and drives the Chinese consumer. By canvassing the people that matter and reflect the changing face of this massive country, Jonathan Garner has provided investors with a unique insight."
Philip Ehrmann, Head of Pacific & Emerging Markets, Gartmore Investment Management Plc.

生活之旅(英文) 目录

Foreword
Preface
Acknowledgements
Section 1: THEORY
　1　Top-Down Projections of Consumption Growth in China
　2　Drivrs of and Constraints to China’s Long-Run Economic Growth
　3　Near-Term Risks to Consumption Arising from China’s Efforts to Combat 　Overheating
　4　China’s Demographic Trends and Their Implications for Household Consumption
　5　Social and Cultural Influences on Consumption
　6　China’s Growth Potential for Key Product Categories
Section 2: EVIDENCE
　7　Introducing the Proprietary China Consumer Survey
　8　General: Lifestyle, Income and Leverage
　9　Autos
　10　Beverages
　11　Electronic Goods
　12　Food Producers
　13　Food Retail
　14　Food Services
　15　Household and Personal Care
　16　Luxury Goods
　17　Telecom Equipment
　18　Tobacco
　19　Transport and Travel
Appendix A: PPP Convergence Model
Appendix B: Global Consumption Function
Appendix C: Methodology of Product Category Projection
Bibliography
Index

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