Markets & outlook · Podcast

Where Chinese Exports Are Gaining the Most Market Share

For wealth professionals considering emerging-market and sector exposure, the discussion lays out how Chinese competition is described as affecting local companies’ revenue and market capitalization.

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Summary

By the markets & outlook desk

In this Goldman Sachs Exchanges episode, Trina Chen, co-head of Greater China Equity Research, discusses Chinese exports gaining market share worldwide, especially in emerging markets. She also describes which sectors face pressure from growing Chinese competition.

Goldman Sachs Research analysis of more than 10 sectors suggests Chinese product market share has probably reached 24% in emerging markets.
In emerging markets, revenue growth for Chinese companies may be increasing 15-times that of the local market.
Chinese exports are not always cheaper; prices can rise over time, and quality improvements can close the price gap with local products.
Domestic stock prices tend to respond rapidly when companies lose market share, with market capitalization able to shrink by 50% or more when revenue falls 10%-15%.

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