China Consumption Momentum Cools: What It Means for Consumer Stocks

Posted on by Eben@CANSLIM Research

In a report examining why China’s consumption and household income growth decelerated in the third quarter, the analysis argues that the slowdown was broad-based but concentrated in discretionary categories. According to the NBS quarterly household survey, nominal household disposable income per capita rose 5.4% yoy in Q3, slightly below Q2’s 5.6%, with sequential growth easing to 4.4% qoq annualised from 5.2%. Nominal consumption growth per capita slipped to 3.5% yoy from 3.8%, but the seasonally adjusted sequential measure fell far more sharply, to 0.2% qoq annualised from 3.6%.

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