Market Pulse

Luxury Recovery Tempered by Caution

9 October 2017 • By Pierre Mallevays

9 October 2017 • By Pierre Mallevays

First-half results provided further evidence of a luxury recovery, although caution over currency headwinds dampened investor enthusiasm.

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Luxury Recovery Tempered by Caution

First-half results provided further evidence of a luxury recovery, although caution over currency headwinds dampened investor enthusiasm.

North Korean Worries Impact Luxury Sentiment

7 September 2017 • By Pierre Mallevays

7 September 2017 • By Pierre Mallevays

Tensions over North Korea during August have offset positive corporate news in the luxury sector, all the more given the importance of neighbouring countries to the industry.

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North Korean Worries Impact Luxury Sentiment

Tensions over North Korea during August have offset positive corporate news in the luxury sector, all the more given the importance of neighbouring countries to the industry.

Luxury Sector Posts Strong Results, but Caution Prevails

8 August 2017 • By Pierre Mallevays

8 August 2017 • By Pierre Mallevays

First-half results could not have been better, but warnings of a more uncertain path ahead curbed investor enthusiasm for luxury.

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Luxury Sector Posts Strong Results, but Caution Prevails

First-half results could not have been better, but warnings of a more uncertain path ahead curbed investor enthusiasm for luxury.

Valuation Jitters Prompt Luxury Sell-Off

7 July 2017 • By Pierre Mallevays

7 July 2017 • By Pierre Mallevays

The Italian government’s bailout of several major banks proved the proverbial final straw and prompted a late sell-off in luxury stocks.

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Valuation Jitters Prompt Luxury Sell-Off

The Italian government’s bailout of several major banks proved the proverbial final straw and prompted a late sell-off in luxury stocks.

US-Led Uncertainty for Luxury

8 June 2017 • By Pierre Mallevays

8 June 2017 • By Pierre Mallevays

Positive news and prospects for the sector have been overshadowed by softness in the US market, a global cyber-attack and further probes into Trump’s ties with Russia.

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US-Led Uncertainty for Luxury

Positive news and prospects for the sector have been overshadowed by softness in the US market, a global cyber-attack and further probes into Trump’s ties with Russia.

Luxury is Strong — For Now

8 May 2017 • By Pierre Mallevays

8 May 2017 • By Pierre Mallevays

This month brought more strong results, but leading players also offered a word of caution on the stability of the business environment.

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Luxury is Strong — For Now

This month brought more strong results, but leading players also offered a word of caution on the stability of the business environment.

Luxury Gets a Boost From Tourism and Strong Results

5 April 2017 • By Pierre Mallevays

5 April 2017 • By Pierre Mallevays

More good news from market leaders and a healthy resumption of tourism bode well for the luxury sector.

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Luxury Gets a Boost From Tourism and Strong Results

More good news from market leaders and a healthy resumption of tourism bode well for the luxury sector.

Luxury Growth as Expected

3 March 2017 • By Pierre Mallevays

3 March 2017 • By Pierre Mallevays

Positive news flow has been met with a shrug as growth for the sector is already priced in.

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Luxury Growth as Expected

Positive news flow has been met with a shrug as growth for the sector is already priced in.

A Happy New Year for Luxury

7 February 2017 • By Pierre Mallevays

7 February 2017 • By Pierre Mallevays

Between China’s consumer recovery, Trump’s promise of lower taxes and higher oil prices boosting Middle Eastern and Russian economies, 2017 is looking a lot rosier for luxury goods.

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A Happy New Year for Luxury

Between China’s consumer recovery, Trump’s promise of lower taxes and higher oil prices boosting Middle Eastern and Russian economies, 2017 is looking a lot rosier for luxury goods.

Luxury Adapts to a New Reality

4 January 2017 • By Pierre Mallevays

4 January 2017 • By Pierre Mallevays

The SLI continued its ascent this month on the back of broker upgrades as further good news comes from China and the sector adapts to its new reality.

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Luxury Adapts to a New Reality

The SLI continued its ascent this month on the back of broker upgrades as further good news comes from China and the sector adapts to its new reality.