Select Equities' research analysts maintain a sharp focus on the trade relationship between Australia and China and the growing number of ASX listed industrial businesses who are exporting their goods and services into China.
It is our view that growing Chinese consumer demand for Australian food, infant formula, vitamins, and dairy is a positive trend that is likely to continue. Some Australian brands like Blackmores and Bellamy's became famous among discerning Chinese consumers during 2016, supported by an army of (daigou) personal shoppers, but new regulation and changing channels to the mainland market caused some bumps in the road.
Select Equities will host its 3rd annual Australian Companies Doing Business in China Investor Conference in Sydney on Thursday 31st October and Friday 1st November 2019. A number of business leaders have been invited to present and to share their insights regarding their expansion into the China market. The schedule will include presentations from both listed and unlisted companies enjoying demand from Chinese consumers.
This two day event is open to Select Equities clients and fund managers only. Attendees must RSVP as space is limited.
The schedule of presenters for this year's Conference is currently being finalised and will be announced soon. Last
year's Conference included presentations from Alibaba, AuMake, Ausnutria,
Austrade, Bega Cheese,
Blackmores, Bubs Australia,
Clover Corp, Freedom Foods,
Health More, JD.com,
McPhersons, NetEase Kaola,
Nuchev (Oli6), Select Harvests,
Synlait Milk, VIP.com,
Vitaco and Wattle Health.
Several of these have already been reconfirmed for this year's event, along with some new high-quality presenters.
Dates: Thursday 31st October and Friday 1st November 2019
Venue: The Westin Hotel, Barnet Room, No.1 Martin Place, Sydney