What’s driving the Chinese consumer

<table width="633" border="0" cellspacing="0" cellpadding="0"> <tr> <td width="403" valign="top"> <font face="Verdana, Arial, Helvetica, sans-serif" size="-1" color="#4c4949"><span style="font-size: 13px;">Confidence keeps rising among the country’s consumers, despite economic headwinds—but just what they are buying (and where and how) is evolving rapidly. Companies should pay attention.</span></font><br/> <a href="https://podcasts.mckinsey.com:443/l?r=unknown&s=_unknown&i=6c633a313030303031633371686e75313167696a7337&he=68747470732533412532462532467777772e6d636b696e7365792e636f6d253246617373657473253246646f74636f6d2532467468652d6d636b696e7365792d706f64636173742532464d502d57686174732d64726976696e672d7468652d4368696e6573652d636f6e73756d65722e6d7033"><font face="Verdana, Arial, Helvetica, sans-serif" size="-2" color="#006699">Read more &#62;</font></a><br/> <a href="https://podcasts.mckinsey.com:443/l?r=unknown&s=_unknown&i=6c633a313030303031633371686e75313167696a7337&he=253246253246706f6463617374732e6d636b696e7365792e636f6d253246706f646361737425334670632533446d61696e253236707525334468747470732532353341253235324625323532467777772e6d636b696e7365792e636f6d25323532466173736574732532353246646f74636f6d25323532467468652d6d636b696e7365792d706f646361737425323532464d502d57686174732d64726976696e672d7468652d4368696e6573652d636f6e73756d65722e6d7033253236706e253344576861742532354532253235383025323539397325324264726976696e672532427468652532424368696e657365253242636f6e73756d6572"> <img src="//podcasts.mckinsey.com/x/img/podcast.gif" border="0"/></a>&nbsp;&nbsp; <a href="https://podcasts.mckinsey.com:443/l?r=unknown&s=_unknown&i=6c633a313030303031633371686e75313167696a7337&he=253246253246706f6463617374732e6d636b696e7365792e636f6d253246706f646361737425334670632533446d61696e253236707525334468747470732532353341253235324625323532467777772e6d636b696e7365792e636f6d25323532466173736574732532353246646f74636f6d25323532467468652d6d636b696e7365792d706f646361737425323532464d502d57686174732d647269