The following video is part of our “Motley Fool Conversations” series, in which Motley Fool editors Austin Smith and Brendan Byrnes search for value in the market.

In today’s edition, Brendan and Austin look at two retail companies that are focusing on the world’s most populous country, China, for growth. Coach is on track to notch $300 million in sales in China by the end of this year, and aims to reach $500 million in sales in China by 2014. Not to be outdone, sportwear giant Nike hopes to double its China sales to $4 billion by 2015. Watch as we analyze these two companies that have very different products, but a similar focus on China.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.