【Geneva, Swit】Richemont Stock in the Luxury Stress Test: Opportunity or Value Trap?
Editor’s NoteThis analysis examines the key drivers for Richemont’s stock, focusing on its jewelry segment growth, performance in China, and…
China Luxury Market
【China】China’s Luxury Market Observation: Consumers Become More Rational, Industry Giants Seek Breakthrough in the Cycle
Editor’s NoteThis article examines a subtle but significant shift in China’s luxury market. While high-end malls remain busy, consumer spending is…
【China】Kearney Report: China’s Luxury Market in 2025 – The Path to Cautious Recovery
Editor’s NoteThis analysis of China’s luxury market reveals a pivotal shift. While a path to recovery is emerging, growth has stalled and per capita…
Luxury Industry Forecast for 2026: Is a Moderate 3% to 5% Growth Realistic?
Editor’s NoteThe luxury sector faces a pivotal year in 2026, tasked with rebuilding consumer trust after a recent contraction. This analysis explores…
【China】Kering Joins Investors Betting on China’s Gold Jewellery Boom
Editor’s NoteThe success of Laopu Gold has drawn investor attention to a new generation of Chinese gold jewellery brands, as highlighted by Borland’s…
【China】Rothschild Predicts: Lao Pu Gold’s 2025 Net Revenue to Surpass Richemont’s Jewelry Business in China
Editor’s NoteA recent forecast by Rothschild & Co suggests that Lao Pu Gold’s 2025 net revenue could exceed the China-market revenue of Richemont’s…
【China】Kering Taps China’s Gold Surge with Borland Investment
Editor’s NoteKering Ventures, the investment arm of the luxury group, has taken a minority stake in Chinese jewelry brand Borland. This move…
【China】China’s Luxury Market Led by Growth of Local Brands
Editor’s NoteThis article highlights a significant shift in China’s luxury market, where domestic brands are gaining ground against international…
【Asia】Asia, the Global Laboratory for Luxury Storytelling
Editor’s NoteThis article highlights Rolex’s innovative campaign blending Swiss precision with Chinese cultural heritage, demonstrating how luxury…
【China】Beyond Growth: The New Dynamics of China’s Luxury Market in 2025
Editor’s NoteThis article examines a pivotal moment for China’s luxury sector in 2025. Once the undisputed engine of global growth, the market now…