• Tag Search Results for Consumption

  • On the Ground: Coach’s Retail Strategy a Fit for China’s Changing Luxury Landscape December 24, 2013

    In our first report focused on China's changing consumer landscape, Pacific Epoch analysts examine Coach's (NYSE:COH) China retail strategy based on interviews with store managers…

  • OTG: Implications of Anhui Reforms for Health Care July 24, 2013

    We visited Anhui province to get a real read on what the new health care reforms mean in practice – and found that the reforms have been very positive from the perspective of…

  • Quick Take: June/Q2 Data Releases July 16, 2013

    Pacific Epoch reacts to the latest data releases for Q2 and June, which both showed continued evidence of weakness in the Chinese economy. We expect this weakness to sustain through…

  • Flash Note: Pro-Consumption Policy Update December 05, 2012

    Pacific Epoch examines the progress made on implementing pro-consumption measures flagged in our September report, and preview the future shape of policy initiatives.

  • Rebalancing Series: Hukou Reforms - Obstacles September 13, 2012

    As part of our wider examination of the process of economic rebalancing in China, this article is the first of a two-part investigation into the hukou system, focusing on the obstacles…

  • Flash Note: Pro-Consumption Policies Imminent September 04, 2012

    Signs on the ground and in the media indicate the government will announce a series of policies to boost domestic demand. In this flash note, we lay out what policies to expect…

  • NetEase Monthly September 30, 2010

    In this monthly report, Pacific Epoch analyzes NetEase’s performance, based on proprietary data that tracks ad volume and advertisers on the company’s portal, and click rate,…