China analyst and speaker
Insights into China's economy and consumers.
Consumption is central to China's next growth phase. Policy ambition is clear, support measures are accelerating and household habits are evolving fast. But demographic headwinds, structural challenges and cautious consumers complicate the path ahead.
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Living and working across Greater China for 25+ years, Natalie brings first-hand visibility into how the consumption transition is playing out on the ground and where the risks and opportunities may lie. ​​
Why work with Natalie?
Natalie closely follows shifts in Chinese consumers' sentiment and behaviour, showing how spending patterns, city-tier dynamics and brand power are evolving; unpacks policy signals such as hukou reform and its potential impact on millions of migrant workers; and connects China's ageing, shrinking and increasingly single population to today’s market opportunities.​​​
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About Natalie
​​Natalie helps investors and business leaders understand and navigate China’s economy and its consumers.
Through her consultancy, China IQ, she provides independent insights into consumer behaviour, policy shifts and the structural themes shaping the country's future. Her focuses include demographics, urban and social shifts, and evolving trends across key consumer sectors.
As a Managing Director at UBS Investment Bank, Natalie created and led the China 360 team, delivering thematic research and hosting investor tours across megacities, new-economy hubs and lower-tier markets. She has also held senior research roles at CLSA, advised multinationals on China strategy, and began her career supporting UK-China policy exchange.
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Along the way, she has gained deep, first-hand visibility into the mindset and behaviours of Chinese consumers and companies, and has briefed thousands of investors globally.
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Natalie started learning Mandarin as a teenager. She first visited China in 1992, lived in Beijing from 2005-2020 and now calls Hong Kong home.​
Services
Briefings: 1:1 or Small Group
Direct access to Natalie's insights on current China trends.
Speaking: Presentations, Panels, Moderation
Natalie presents at investor forums and corporate events. ​See sample topics.
On-the-ground advisory
Natalie accompanies clients on visits to China, helping interpret what you're seeing and hearing in real time.
Event curation
Natalie helps shape internal or external events focused on China, from themes and session structure to speaker selection.
Speaking
Natalie delivers practical insights into sentiment, behaviours and trends in China.
Her sessions draw on recent data, policy moves and insights from her frequent trips across the country.
Designed for investors, business leaders and brands - tailored to your needs. ​​​​​​
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Speaking topics include:
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China IQ: What Now, What Next
Analysis of recent trends and a look ahead ​
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China 2030: Priorities and Realities
Bottom up perspectives on the next five years
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Hukou Reform: A Closer Look
Spotlight on a top policy priority​
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China's Demographics: Singles to Seniors
Implications for demand, work and growth ​​
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FAQs
How long are Natalie's talks?
Natalie tailors the length and format of her presentation to suit your event. Let her know what works best for you. For clients who want to go deeper, Natalie offers follow-up sessions or private briefings to explore specific trends or questions.​​​
Are they in English, Chinese or both?
Natalie delivers her talks in English. She is fluent in Mandarin and uses it every day in research - but for clarity and quality, she presents formally in English only.
Can we record Natalie's talk?
If you’d like to record or stream Natalie’s session, please make the request in writing, including how the content will be used and where it will be shared. All requests are considered on a case-by-case basis.
How do we book Natalie?
Natalie is available for in-person briefings, presentations, panels and fireside chats, as well as virtual sessions, depending on your needs and location.
Please get in touch via the contact email below well in advance of your event. The more detail you can provide - format, audience, topic focus, logistics - the better. ​
Resources
Short bio
Natalie Cade has 25+ years' experience living and working across Greater China. She helps investors and business leaders deepen their understanding of Asia’s biggest economy by providing insights into consumption, economic, and policy trends and the structural themes shaping China’s future.
Medium bio
Natalie Cade is a China analyst with years of experience helping investors and business leaders navigate the economy and its consumers. Living in Greater China for two decades, and as a former Managing Director at UBS, she has briefed thousands of institutional clients across global markets. Through her consultancy, China IQ, she offers insights into consumption, economic and policy trends, and structural themes. Her areas of focus include demographics, urban and social change, and evolving trends across key consumer sectors.
Long bio
Natalie Cade is an experienced, Mandarin-speaking, China analyst helping investors and business leaders understand and navigate the economy and its consumers. Living and working across Greater China for over 25 years she has gained deep, first-hand visibility into the mindset and behaviours of Chinese consumers and companies and briefed thousands of institutional investors across global markets. A former Managing Director at UBS, and senior analyst at CLSA, Natalie now runs China IQ, providing strategic insights into the country's most important transitions - from consumption and demographics to structural reforms. She first visited China in 1992, lived in Beijing from 2005-2020 and now calls Hong Kong home.