Small caps – China driving a boom in consumer categories

Another major theme which has been playing out for some time but had a pronounced effect over the past few months has been the impact of the Chinese consumer in Australia. A potent combination of the falling Australian dollar, creation of a number of Free Trade Zones in China and a strong perception around Australia’s products being “clean and green” has driven a boom in a number of consumer categories. Chief amongst those we have exposure to in our various funds has been infant formula and vitamins. You can read further at “Small Talk: The benefits of self help” (VIEW LINK)


MORE ON



Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.