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The luxury sector has seen steady financial performance and strong consumer demand, backed by sound business fundamentals, solid pricing structures, wide exposure to a variety of markets, and strict control over supply chains. With their continued appeal to a new generation of consumers, we anticipate that the sector will be able to maintain premium valuations that will never go out of style.
Resilience, layered with the agility of successful players to pivot with the times and embrace structural shifts, makes the luxury sector a means for investors to benefit from growth in global wealth, consumption, and consumer trends, providing sectoral exposure that will not go out of vogue.
DBS China/HK Top Picks
We continue to favour sectors that would benefit from policy support, overhang removal, rising interest rates.
