E-Commerce in China: Online is the New Black
By Michael Klibaner, Head of Research, Greater China
By 2020, China’s e-commerce market could surpass USD 1 trillion, but we believe that much of the pessimism currently being expressed regarding the future of retail real estate is overstated. There are real risks for some segments of the market, particularly at the low-end of the mass market, but nearly everyone in the retail sector can evolve the way they interact with their customers in order to succeed. Meanwhile, the e-commerce market’s structural reorientation towards business-to-consumer (B2C) platforms makes the logistics sector the most attractive real estate opportunity in China.
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