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Strategies & Market Trends : 50% Gains Investing

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To: anializer who wrote (55846)	9/28/2007 12:36:57 AM
From: Spekulatius	Read Replies (1) of 118717

China growth and luxury goods When I think about ways to play the growth in China, approached from some kind of sane valuation in relation to assets, I always seem to end up coming back to one theme consistently. FCX and AAUK. I think the other angle may be luxury goods. Watches (Swatch group), Leather bags (LVMH), Luxury cars (BMW, Mercedes) etc. Goods can be copied but image can not. Chinese are crazy about luxury goods, in particular european ones. I think most money will go to the leaders with the best brand recognition. If purchased at a reasonable price, they should be a good investment. When I was visiting Paris, the high end stores like Printemps etc. were overun by Chinese. That was in 2004. Can't imagine what it looks like today.

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