Starbucks' $4 billion deal to sell a majority stake in its China business signals a new strategy for global companies. This shift creates an investment opportunity in other multinationals that may pursue similar local partnerships to unlock value and accelerate growth in the region.
Published on November 4
Global companies are increasingly adopting joint venture models to unlock value in China's massive market. This trend could create significant opportunities for shareholders as firms de-risk whilst accelerating growth.
Companies like McDonald's and Yum! Brands have already demonstrated how strategic partnerships can unlock billions in value. Other multinationals with Chinese exposure could follow this playbook.
These companies were handpicked by professional analysts based on their Chinese operations and potential for value-creating partnerships. Each represents a different angle on this emerging investment theme.
Starbucks' $4 billion China deal signals a strategic shift where global companies are partnering with local entities to navigate China's complex market. This trend creates opportunities for other multinationals to unlock value through similar partnerships, balancing risk whilst accelerating growth in the region.
This group includes established consumer, automotive, and financial firms with significant Chinese revenue exposure. These companies leverage local expertise in distribution, marketing, and regulatory compliance to better serve the world's second-largest economy whilst managing operational risks.
Each company was handpicked by professional analysts based on their existing Chinese operations and potential to pursue value-creating partnerships. From McDonald's successful local consortium deals to GM's decades-long joint ventures, these firms demonstrate proven strategies for unlocking Chinese market opportunities.
This basket's total market capitalisation is 2,179,883.55 and is heavily anchored by a handful of very large-cap constituents, giving it a generally stable profile.
SBUX: $92.04B
BABA: $400.12B
MCD: $211.49B
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Earn 6% AER on uninvested cash with daily interest payments.
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On average, analysts expect assets in this group to grow 8.8% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+8.80%
