Why these Veblen stocks deserve a place in my investment portfolio
Rooted in luxury and status, Veblen stocks represent brands where consumers willingly pay a premium, driving profit margins and sustained growth.
#Richemont
China to rise again – prefer indirect exposure through Richemont and LVMH
Infrastructure spending should be good for business and consumer confidence, leading to a rise in the China Non-manufacturing PMI and a re-rating of luxury goods stocks.
SA capital markets are cheap, but is it darkest before dawn?
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.
