Tariff Restraint and Policy Support Lift Sentiment to Two-Month High: China Consumer Survey Insights

Tariff Restraint and Policy Support Lift Sentiment to Two-Month High: China Consumer Survey Insights

Deep Dive
Primary Analyst:
Keerthan Shetty
Data Analyst
Contributors
Primary Analyst:
Keerthan Shetty, Data Analyst

Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on August 31, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How did consumer sentiment recover through August after weakening in July, and what factors supported the rebound?
  • How are continued flooding, slower retail sales growth, trade developments and broader economic uncertainty affecting consumer confidence and the pace of China’s consumption recovery?
  • Which consumer activities and product categories showed resilience as households remained cautious and focused on value, self-care, experiences and selective spending?
  • What do weekly and four-week rolling sentiment indicators reveal about the outlook for China’s economy and household finances?

Data in this research report includes:

  • Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved.
  • Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions.
  • Consumer activities over the past two weeks, highlighting engagement levels and emerging trends.
  • Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period.

Other relevant research:

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