Consumer Dynamics Publications

CEO Challenge®

  1. Conference Board CEO Challenge® 2014: People and Performance

    January 2014 | CEO Challenge®

    While CEOs see talent as the critical link in meeting their top business challenges, the 2014 CEO Challenge survey results show a heightened focus on customers and reputation and less concern about regulation and external risk.

China Center Publications

  1. China Center Chart Dive: China's labor compensation share of GDP is on the rise; this should be good for consumption in the near-term

    August 2017 | China Center Publications

    High household savings rates have worked to constrain consumption in China for a long time. However, recent data suggests a decline in Chinese savings rates. This may partially explain the resilience of consumption growth in China, even as the country’s overall economic growth continues to slow.

  2. China Center Data Flash: Temporary Stabilization—But No Improvement in Fundamentals

    October 2016 | China Center Publications

    The data from August suggested strengthening growth in industrial production, retail sales, and exports. This has led many analysts to conclude that China is “muddling through” just fine. However, our outlook for the resumption of gradually slowing growth in 2H16 and into 2017 remains unchanged. 

  3. China ResearchGraphic - Income, Consumption, and Savings in China: Now and in 2025

    April 2016 | China Center Publications

    How will disposable income and consumption evolve for Chinese households?

  4. China Center Chart of the Week: Household consumption in China remains highly concentrated

    February 2015 | China Center Publications

    In 2014, just 34 out of 242 cities accounted for 50 percent of total retail sales in China. These 34 cities, in aggregate, boast a registered population of 338 million people.

  5. China Center Chart of the Week: No baby boom, but a baby bump

    September 2014 | China Center Publications

    China's change to its one-child policy is unlikely to promote a baby boom because working-age people in China today fear the extra burden and cost that a second child brings – and they are already struggling with familial obligations to care for their elders.

  6. China Center Quick Note: Changes to the One-Child Policy – Anticipating the Impacts

    September 2014 | China Center Publications

    In November 2013, China’s birth control policy was amended by the Communist Party's Central Committee. However, the potential effect of the new policy remains quite uncertain, and several different interpretations exist.

  7. China Center Data Flash: May data – the good, the bad and the ugly

    June 2014 | China Center Publications

    Sequential activity for industry and consumption clearly improved in April and May, but the investment environment remains weak overall.

  8. China Center Chart of the Week: Moderating consumption growth rate evident in Chinese New Year’s data

    March 2014 | China Center Publications

    Although the growth rate remains robust, it is the lowest nominal year-on-year expansion for Chinese New Year sales in over a decade.

  9. China Center Chart of the Week: Household consumption growth continuing to slow – and slow faster than GDP growth

    January 2014 | China Center Publications

    Household consumption growth in China is slower than officially reported GDP growth and decelerating faster. This trend suggests that an economic rebalancing in favor of consumption-led growth is not happening.