Luxury Market In The United States Or Usher In Prosperity, Luxury Fund To Enhance The Proportion Of U.S. Stocks

With the recovery of the US economy, the consumer confidence index is expected to strengthen, and high-end consumption will benefit more from the bonus brought by the recovery. As the luxury market in the United States and the prosperity period after the subprime crisis, the world's first tier luxury goods group has begun to expand in the US market. In addition, the luxury fund is also optimistic about the fertile soil of the US market, which has increased the share of investment in the US stock market.

　 Luxury market in the United States or usher in a prosperous period

On the morning of 18, Bernanke, chairman of the Federal Reserve, said that if the future economic data were in line with expectations, the US Federal Reserve would reduce the size of the current asset purchase scale of $85 billion per month at the end of the year and end the QE by 2014. Affected by this news, US stocks closed slightly higher. The Dow rose 0.12% to 15470 points, the Nasdaq composite index rose 0.28% to 3610 points, and the S & P 500 index rose 0.28% to 1680.

At the same time, European stock market confidence has also been boosted. At the end of the day, the FTSE 100 index rose 0.2%, the French CAC 40 index rose 0.6%, and the German DAX 30 index rose 0.7%.

Although Wall Street's major investment banks are disputed about the time of QE reduction and exit, and the speed of the recovery of the US real economy, they are still optimistic about the US economy and US stock market, and US stocks are expected to reach a new high in the second half of the year. However, the popularity of investment is not just the stock market.

Luxury goods consumption has returned to pre crisis levels, according to Reuters recently. Moreover, in view of the revival of US economic and asset prices, the consumer confidence of the rich class has increased, and the sales growth of luxury goods has begun to increase. This has stimulated the luxury group to increase its investment in the US. It is reported that the world's first and third luxury group LVMH and PPR have begun to expand in the United States, and Hermes, Prada, Burberry and other first-line brands or new stores in the United States, and increase advertising.

"At present, China's luxury goods market is losing momentum and Europe's demand is low. Luxury brands have slowed the pace of expansion. The recovery of the US economy is good for the local consumer market, and with the US government lowering visa restrictions to attract more tourists, luxury consumption is expected to increase in tourism. Therefore, it is very likely that the luxury group will shift its strategic focus to the region, and the US luxury market will usher in the boom after the subprime crisis. A luxury expert told the Shanghai Securities Journal reporter.

　 Luxury fund to enhance the proportion of U.S. stocks

Since the two quarter of this year, US stocks have rebounded strongly, the Dow has risen by about 6%, the Nasdaq composite index has risen by about 10%, the S & P 500 index has risen by about 7%, and the US QDII fund has gained a leading edge. It is worth mentioning that in the past 3 months, the two QDII funds investing in the global luxury market have performed better. The net growth rate of the enhanced high-end fund index of the world's high-end consumer goods index has reached 5.7%, and the net growth rate of the world's top consumer goods fund has reached 5.81%, or 79 of the QDII funds.

Since July, as of the 12 day, Yi Fang Da standard global's high-end consumer goods index fund has been ranked first in terms of 5.56% growth, and the top global consumer goods fund in the rich world is also ranked eighth with 4.1% growth.

For the future trend of the luxury goods fund, Fei Peng, the manager of the global high-end consumer goods index fund, said that from the macro perspective, the US economy is constantly recovering and the consumer confidence index is constantly improving. And the United States is a consumer oriented country. High-end consumption will benefit more from the bonus brought by the recovery. In addition, the flooding of the whole world will make the wealth effect more and more obvious in the future, and the consumption demand of consumers will increase. Therefore, the consumer goods industry in the US market has been optimistic for a long time, and the market for luxury goods is more optimistic.

"The US stock market will continue to perform well in the second half of the year. Although the US stock market has been developing continuously, the US stock market has not reached the high point from the valuation point. The basic listing earnings rate is the historical average level, and the market rate is also at a historical low. However, as the fundamentals of the US economy continue to improve, the attractiveness of US dollar denominated investment targets will increase. Fei Peng pointed out.

According to the reporter's observation, Yi Fang Da standard global high-end consumer index fund in the first quarter, its investment in the U.S. stock market accounted for 8.77%, while in the second quarter, the proportion rose to 38.64%.