Paws for thought: Understanding the power of pent-up demand in China

A pet food company in China probably isn't very high on most investors' lists of attractive businesses.  There's a perfectly straightforward explanation for this - most investors don't know much about Chinese consumerism.  Sure, it might be argued that they don't need to. Why worry about what the Shih Tzus of Shanghai are tucking into when global equity performance is still so heavily linked to US technology giants?  To put it politely, though, this kind of outlook may be a little blinkered. It assumes that investing in one country, one theme or even one company will invariably pro...