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当前位置:首页 > 行业报告 > 投资金融 > 银行理财 > 汇丰银行-女人、亚洲人与年轻人:全球消费品行业前进之路-2019.4-114页

汇丰银行-女人、亚洲人与年轻人:全球消费品行业前进之路-2019.4-114页

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  • 2020-02-17 11:49:36
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1Equities/Economics●GlobalApril2019ThesecondeditionofourFutureConsumerseriesInApril2018,wepublishedourfirstFutureConsumerreportlookingatspecificinvestmentthemes.This2019follow-upfocusesonlargedemographicshiftsthatwillinfluenceconsumerdiscretionarysectorsinasignificantwayoverthelongterm.Thethreebiggestshiftsweseearewomen,Asianconsumers,andyoungconsumers.Weareconvinced:Thefutureisfemale:withgreaterfinancialautonomyandincreasingprofessionalactivity,womenaretakingoverasthemostrelevantconsumersThefutureisAsian(notablyChinese):bigtravelers,bigspenders,ChineseconsumersaretransformingbusinessmodelssustainablyThefutureisyoung:themodalageintheUSis26,31inChina,and12inIndia;this‘selfie’generationwilldecidewhat’shotandwhat’snot,havedifferentvaluesandbehealthconsciousWehighlight21waysinvestorscanparticipateinthesethemesaroundtheworldAll21stocksareratedBuy.Weorganizethemaccordingtotheme.Wanttoknowwhichjewelerswefeelarebestpositionedtotakeadvantageoftherisingpoweroffemaleconsumers?Orwhichgamingand

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