Aaron Fischer＆TeamCLSA亚太市场
CLSA亚太市场在第二位重复。飞行员的亚伦费斯特飞行员21人团队“使用了很多数据要点来备份分析，”一个欣赏的投资者说。Working out of Bangkok, Hong Kong, Jakarta, Kuala Lumpur, Manila, Mumbai, Seoul, Shanghai, Singapore, Sydney, Taipei and Tokyo — and covering 105 companies — the group is bullish on the sector, owing to the continuing expansion of Asia’s middle class and growth in discretionary spending. “We have a preference for the luxury goods segment,” Fischer says. “We expect growth to slow from 40 to 50 percent in 2011 to around 20 to 25 percent,” but that would still be faster than the growth in many other consumer sectors, he adds. The researchers also believe the sector will benefit from rising demand in emerging markets, high free-cash-flow generation, low capital-expenditure requirements and attractive valuations, he adds. —Leslie Kramer.
CLSA亚太市场在第二位重复。飞行员的亚伦费斯特飞行员21人团队“使用了很多数据要点来备份分析，”一个欣赏的投资者说。Working out of Bangkok, Hong Kong, Jakarta, Kuala Lumpur, Manila, Mumbai, Seoul, Shanghai, Singapore, Sydney, Taipei and Tokyo — and covering 105 companies — the group is bullish on the sector, owing to the continuing expansion of Asia’s middle class and growth in discretionary spending. “We have a preference for the luxury goods segment,” Fischer says. “We expect growth to slow from 40 to 50 percent in 2011 to around 20 to 25 percent,” but that would still be faster than the growth in many other consumer sectors, he adds. The researchers also believe the sector will benefit from rising demand in emerging markets, high free-cash-flow generation, low capital-expenditure requirements and attractive valuations, he adds. —Leslie Kramer.