China demand for foreign consumer brands

Roger Montgomery

Montgomery Investment Management

One of the themes that has driven some stocks in the last 6 to 12 months has been food quality and safety in China. Stocks such as Bellamy’s (ASX: BAL) and Blackmores (ASX: BKL) have experienced extremely strong share price appreciations recently on this theme as demand from Chinese consumers for premium international brands with perceived food safety has driven significant sales growth. Another strong performer has been Capilano (ASX: CZZ), a branded packaged honey company. Strong sales growth in the Australian market due to rising prices resulting from short raw material supply as a result of adverse conditions has been augmented by strong export sales growth into Asia, North America and the Middle East. The performance of these stocks leads us to investigate whether there are other companies that have the potential to benefit from the food safety thematic. READ THE FULL ARTICLE HERE: (VIEW LINK)


Roger Montgomery
Chief Investment Officer
Montgomery Investment Management

Roger Montgomery founded Montgomery Investment Management, www.montinvest.com in 2010. Roger brings more than two decades of investment, financial market experience and knowledge. Roger also authored the best-selling investment book, Value.able.

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