I believe NPD could be a good stock because I believe in the future of the Chinese economy. My thoughts are that this is a company where I don't have to predict the future of technology or fashion trends. I am fairly certain that as the chinese consumer has more and more money, they will want to go to the store. I think many chinese companies will do better, but I don't know which ones those are.
Many great fortunes have been made in retailing in general and drugstores specifically. Peter Lynch held CVS in Magellan for years, and it was a great contributor to the funds performance during his heyday.
Also, in the novel The Great Gatsby, Gatsby supposedly made his great wealth by investing in drugstore chains - or at least that was the explanation he gave people. So NPD could be a good stock for literature lovers as well.