Stock picks for a changing China

A Starbucks store in Shenzhen, China.
Brent Lewin | Bloomberg | Getty Images
A Starbucks store in Shenzhen, China.

Companies that hit the sweet spot in China's changing growth landscape are the place to be now, not some of the former favorites, analysts say. ( Tweet This )

Starbucks and Carnival, for instance, are getting China right because they have the right strategy for targeting the growing middle class, and are among the companies analysts say are riding high in China now.

The recent commodity rout and second-quarter earnings season have shown investors how much U.S. stocks are negatively impacted by slower growth in China, but the blame may lie more with corporate strategy than significant slowdown in the world's second-largest economy.

  • Patti Domm

    Patti Domm is CNBC Markets Editor, responsible for news coverage of the markets and economy.

  • Bob Pisani

    A CNBC reporter since 1990, Bob Pisani covers Wall Street from the floor of the New York Stock Exchange.

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  • Dominic Chu

    Dominic Chu is a markets reporter for CNBC.

  • Evelyn Cheng CNBC

    Evelyn Cheng is a Beijing correspondent for CNBC.

  • Sara Eisen

    Sara Eisen is co-anchor of the 10AM ET hour of CNBC's "Squawk on the Street" (M-F, 9AM-11AM ET) and co-anchor of “Closing Bell” (M-F, 3PM-5PM ET).

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