Daiwa Sees Limited Near-Term Catalysts for China Consumer Stocks -- Market Talk

Dow Jones

Dec 16

0626 GMT - There could be limited near-term catalysts for Chinese consumer stocks, Daiwa analysts say in a research note after China's weak November retail sales. Growing concerns about China's property market, sparked by Vanke's default risk, and the seemingly never-ending slide in property prices, have weighed on consumer sentiment. Consumer names with overseas exposure and/or benefits from the normalization of tariffs could see lower risks in the near term, the analysts say. Meanwhile, companies that could benefit from subsidies targeting the service sector could be more resilient, they say. Demand in the luxury sector seems to have stabilized, says Daiwa, which names Laopu Gold as its top pick. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

December 16, 2025 01:26 ET (06:26 GMT)

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Growing concerns about China's property market, sparked by Vanke's default risk, and the seemingly never-ending slide in property prices, have weighed on consumer sentiment. Consumer names with overseas exposure and/or benefits from the normalization of tariffs could see lower risks in the near term, the analysts say. Meanwhile, companies that could benefit from subsidies targeting the service sector could be more resilient, they say. Demand in the luxury sector seems to have stabilized, says Daiwa, which names <a href=\"https://laohu8.com/S/06181\">Laopu Gold</a> as its top pick. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 16, 2025 01:26 ET (06:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Daiwa Sees Limited Near-Term Catalysts for China Consumer Stocks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDaiwa Sees Limited Near-Term Catalysts for China Consumer Stocks -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-16 14:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0626 GMT - There could be limited near-term catalysts for Chinese consumer stocks, Daiwa analysts say in a research note after China's weak November retail sales. Growing concerns about China's property market, sparked by Vanke's default risk, and the seemingly never-ending slide in property prices, have weighed on consumer sentiment. Consumer names with overseas exposure and/or benefits from the normalization of tariffs could see lower risks in the near term, the analysts say. Meanwhile, companies that could benefit from subsidies targeting the service sector could be more resilient, they say. Demand in the luxury sector seems to have stabilized, says Daiwa, which names <a href=\"https://laohu8.com/S/06181\">Laopu Gold</a> as its top pick. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 16, 2025 01:26 ET (06:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001051.SGD","symbol_name":"United Asia Fund SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2591040603","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2591040603","pubTimestamp":1765866360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0626 GMT - There could be limited near-term catalysts for Chinese consumer stocks, Daiwa analysts say in a research note after China's weak November retail sales. 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Growing concerns about China's property market, sparked by Vanke's default risk, and the seemingly never-ending slide in property prices, have weighed on consumer sentiment. Consumer names with overseas exposure and/or benefits from the normalization of tariffs could see lower risks in the near term, the analysts say. Meanwhile, companies that could benefit from subsidies targeting the service sector could be more resilient, they say. Demand in the luxury sector seems to have stabilized, says Daiwa, which names Laopu Gold as its top pick. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 16, 2025 01:26 ET (06:26 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}