Where is the safe haven under the tariff war? Wall Street has found a "paradise": Asia Consumer stocks.

① Goldman Sachs and Morgan Stanley's strategists both recommended the Consumer Sector in Asia in their report published after the tariff war on April 2, urging investors to shift to defensive positions; ② Fidelity International specifically stated that the company has made a Buy on Chinese consumer stocks that had previously been affected, betting that these companies will benefit from stimulus policies.

cls.cnApr 20 22:11 ET

Trump's tariffs have shattered the "recovery hopes" of the Luxury Goods market.

Analysts have lowered the Luxury Goods Industry's revenue forecast for 2025 from a growth of 5% to a contraction of 2%, and the earnings reports released this week by leading companies like LVMH and Hermès may signal more pessimism.

wallstreetcnApr 14 03:05 ET

Versace Goes Prada: Capri's Big Exit Sparks Fashion Power Shift

BenzingaApr 10 10:47 ET

Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.

In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.

cls.cnMar 24 19:55 ET

How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.

Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.

cls.cnMar 17 21:18 ET

Trend Update | The Prada Rong Residence is about to open, taking a springtime journey with the Jingjiang Radisson Hotel. Juventus presents the 'Youth You Garden Meeting' in Shanghai, and Emirates Aviation deepens its cooperation with Trip.com.

As the first independent Dining space of the Prada Group in Asia, the mesmerizing Prada Rongzhai was conceived and created by director Wong Kar-wai.

cls.cnMar 17 07:53 ET