2022 Special #7: Activation Group
When the pandemic fades away in China, will luxury buying and marketing be back?
The beauty of this industry is that it is highly predictable in a “non-covid” environment.
All brands require some form of “physical” marketing effort and the opening of the economy would likely spell a continued forecastable economics for this industry.
Instead of going for the juggernaut in the industry which will be more of a broad recovery play, inv…