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Stay Structurally Overweight European ‘Soft’ Luxuries
Regarding the European luxury goods sector, we often get following question: is it, just like the basic resources sector, a direct play on China’s growth cycle? The answer is no. Recently, the connection between the fortunes of ‘soft’…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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