20110809 Follow me 桉树熊

呵呵，每次看到有人脖子上挂着个黄的圈圈，感觉很有意思呀，估计过一阵，是不是大街上又流行拎个LV呢（whether 山寨 or not），期待中ing。本人认为，配饰需与个人的气质、形象相配。

跟着学习！

平时只是看一下增长一下英语知识，最近发现自己越来越喜欢这个版块了。谢谢楼主的分享。

90,90

Stock and mutual fund investors are optimistic about the growth demand for luxury goods in China, and a number of global luxury companies try to float stock in Hong Kong, expecting to promote and enhance image rather than to raise fund alone. The Fullgoal Global Top-Level Consumption Goods Stock Fund has been set up to invest in the global consumer luxury industry. China’s annual growth of luxury market revenues is expected to be larger than that of general consumer market, 25% to 12% comparatively.
Data from different sources have different forecasts on Chinese luxury market. World Luxury Association says that China is the world’s fasted-growing luxury market and will overtake Japan as the globe’s largest market for luxury consumer goods in 2012. Other market data says the value of the global luxury goods market will double, exceeding 350 billion euro over the next decade, in part due to China’s contribution. Some statistics attribute the expected luxury sales growth to the growing number of the Chinese riches, per capita income and consumer habits. The expanding middle class in China is to provide strong supports for the growth of luxury market.
In the sluggish time period of global markets, the performance of luxury stocks listed on the New York exchange rose to a record high, attracting Fullgoal’s investment through China’s QDII program. Individuals are enthusiastic in participating in the Fullgoal fund, which enjoys a marked advantage of P/E ratio of luxury goods companies at about 18 compared with other relatively low P/E companies between 9 to 10. Luxury investing has risks, but it is unlikely to suffer long in face of natural disaster or financial crisis. Luxury goods companies benefit from limited competition, strong pricing power and less impact caused by increasing labor and raw materials costs.

maiwenzhen 发表于 2011-8-9 16:14
另外一个角度看，奢侈品（如果是正品）能用来hedge risk，因为只要是名牌的包如爱马仕等，一般不会跌价， ...

我希望那些有钱的都蜂拥而上去买奢侈品啊。
不跌价的话，也就是那么个东西，持有的机会成本比较高; 出手的话，再购买的也是有钱人,与我等不相干。
跌价的话，也不损失我等非riches.

whachel1976 发表于 2011-8-9 17:12
我希望那些有钱的都蜂拥而上去买奢侈品啊。
不跌价的话，也就是那么个东西，持有的机会成本比较高; 出手 ...

在本版聊的人都是先天下之忧而忧，这些事情美债危机，欧洲危机，中国通胀也由不着我们去管的，但我们只是通过对这一个个经济事件的讨论，而增长自己的知识。其实是跟rich or poor无关的，不应该觉得自己是poor or rich就对某些事无所谓。多讨论能活跃思维啊亲~

cglee 发表于 2011-8-9 11:18
comfy
1. 舒服的 2. 令人欣慰的 3. 宽裕的;充裕的
hype

“the demand growth for luxury consumer goods in China caused the rise in prices”

luxuries increased what prices??CPI? How?

打印出来回家再学习！呵呵

maiwenzhen 发表于 2011-8-9 17:21
在本版聊的人都是先天下之忧而忧，这些事情美债危机，欧洲危机，中国通胀也由不着我们去管的，但我们只是 ...

呵呵，刚刚想起来买奢侈品和买奢侈品公司的股票、买投资于奢侈品的基金还是有区别的。
另外，奢侈品一般二手市场恐怕很小，而且，即使存在，恐怕也和名人物品等结合才有可能提价。
搞错了。

从这个角度上来说，我希望奢侈品疯涨，这样，极大程度满足相应消费者的需求，同时带动相应股价上涨。对普通老百姓的影响是大于等于0的。而买奢侈品的，恐怕很大程度上也是冲着那个“奢侈”去的，对他们来说，用高成本换心理愉悦，也是可以接受的。
而奢侈品的生产，将带动上游产业的发展。好事啊好事。
只是，这奢侈品好像大牌都是国外的，我们的钱给人家，好像有点那个。

who own the strong pricing power who own the market,may not be the share of the market,but the unique, uncompetitive one.For most of the luxury goods,the advanced customization takes a big share of the benefit.