With Xi Jinping firmly established as the most powerful Chinese leader in decades, it's scarcely surprising that the focus of most investors is on how best to position their portfolios to take advantage of his pledge to spearhead the "great rejuvenation of the Chinese nation".

Most analysts agree that investors should be emphasising high-quality Chinese companies that sell goods and services to Chinese consumers. Such businesses stand to benefit as China continues to reduce its dependence on export-driven manufacturing, and instead relies more on domestic consumer spending to drive growth.