Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 2017

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China Monitor : M&A to gather pace as Chinese retailers move to expand multichannel sales

Overview

The mistral of retail mergers and acquisitions over the summer is likely to continue through to the end of this year and into next as online stores and delivery services look to join hands with brick- and-mortar retailers in order to improve their bottom lines through increased multichannel sales. We believe that many Western brands have been slow to capitalize on the shifting conditions in the country’s retail environment as China’s consumer story rapidly evolves. This will allow...

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