Five ways Chinese e-commerce is disrupting global consumer brands

Feasts from the East

GAM Investments' Swetha Ramachandran and Amanda Lyons examine how global consumer brands are responding to China's innovative e-commerce landscape and consider the potential implications for technology and luxury investing.

GAM Investments' Swetha Ramachandran and Amanda Lyons examine how global consumer brands are responding to China's innovative e-commerce landscape and consider the potential implications for technology and luxury investing. The evolution of the $2trn Chinese e-commerce market has redefined how global brands target Chinese consumers, creating a new wave of opportunities for investors in both technology and luxury stocks. In the gallery above, we observe five key dynamics underpinning the meteoric growth of domestic Chinese consumer demand and the pace of innovation across the relativel...