Firat Ünlü

Three Payoffs from an Investment in China

Whilst I agree with most of your points I'd have t osay that during my time in Beijing the Dawanglu malls & the one with the huge screen outside close to the Silk Market where quite empty. In contrast the 'value' areas with really cheap clothes etc around Dongwuyuan and Xidan where bustling with people.
I'm not too sure on the outlook, why spend much more if you can get similar things at much cheaper prices and enjoy a day of haggling?
Personally, I only buy what's really necessary in Europe and stock up when I'm in China...