China Retail Stocks Yonghui, Jiajiayue Favored: Sanford C Bernstein

The video discusses the impact of rising pork prices on the consumer price index and the grocery sector, highlighting government efforts to stabilize prices. It explores market strategies, tracking company performance, and the effects of trade tariffs on appliance companies. The discussion also covers economic stimulus measures in China, focusing on the auto and appliance sectors, and the limited impact of the property market on appliance sales.

What was the percentage increase in pork prices in August, and how did it affect the CPI?

• 50% increase, 2% CPI rise

• 47% increase, 1% CPI rise

• 30% increase, 0.5% CPI rise

• 40% increase, 1.5% CPI rise

How have some grocery companies managed the increase in pork prices?

• By closing some stores

• By reducing their product range

• By absorbing the price increase

• By increasing their marketing budget

What is the estimated impact of trade tariffs on major appliance companies?

• 7% to 10%

• 5% to 7%

• 3% to 5%

• 1% to 2%

What percentage of the appliance sector's growth is attributed to property sales?

• 30%

• 10%

• 20%

• 40%

Which two stocks are recommended for the grocery sector in 2019?

• Dagger and Yonghwa

• Yonghwa and Jayla

• Estee Lauder and Louis Vuitton

• Media and Higher