In this article9992-HKThis report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here.The big storyForeign investors have struggled to decipher if China can deliver the kind of returns that once seemed assured, especially in the fickle world of consumer brands.That caution loomed large at the Milken Institute Asia Summit in Singapore last week: With a population of 1.4 billion, China's ...