"Videliti" and "Goldman" finds a haven in the shares of Asian consumer goods

The World Trade War strongly boosts the shares of Asian consumer companies, with investors using these businesses that meet the basic needs of local buyers. Goldman Sachs and Morgan Stanley strategy recommended investing in Asian basic consumer products in reports issued after the imposition of customs duties on April 2, and urged investors to take a defensive position. The company “Videliti International” has announced that it has seized the shares of severely damaged Chinese consumption companies, and bet that these businesses will benefit from the motivation of the government. The MSCI of the basic consumer products in Asia and the Pacific Ocean of Asia has increased by 5% since April 2, registering the best performance between 11 sectors, and exceeding the largest dignity index by 2.5%. The shares of the two supermarkets “Yonghhoy Superts” in China and “Cuban Busan” in Japan rose by at least 19% for each, and some drinks and dairy manufacturers also did well. The shares of Asian basic commodities have shifted a major shift in the sector performance, which has suffered from serious stagnation over the past two years in a major leap in technology shares due to the frenzy of artificial intelligence. This shift emphasizes investors away from growth stocks, in light of the threat of trading tensions between the United States and China with a global economic slowdown. This category also receives a group of indicators that indicate the readiness of Asian governments to launch financial incentives to support spending. Charo Chanana, the main investment strategy in “Saksu Markets” in Singapore, said this excellent performance has a shift in investor mentality to seek global growth shares and exports to look for a safe haven related to the flexibility of local demand. “She added:” Investors have started to keep a more divided and feverish world, as the support of local policy and consumption becomes more important. “Although a long -term trading war will survive only a few sectors, the basic consumer goods have shown flexibility in times of economic pressure. 2019, suggesting that there is room for the consumer goods sector to get these increases. Budget plan to have won up to 12 trillion ($ 8.4 billion). Tyrens was a strategic expert on a customer earner that ‘Videliti International’ on April 7 used the decline in the shares of China and Hong Kong to improve its investments in the basic consumer sector and some of the additional commodities associated with travel. He said he preferred the shares on the continent over those traded in Hong Kong, as the first could benefit more than the support measures that took Beijing. Similarly, the shares of the Asian consumer sector fared better than its peers in the United States and Europe during the turmoil of the market, thanks to the rapid promises to launch supporting policies. In a report released on April 6, Goldman’s strategy increased their recommendation on the shares of Asian basic consumer goods with an increase in their market weight, saying they are more to focus on the ‘local and defensive market’ shares. The GB Morgan strategy took a step similar to Southeastern Asian countries on Thursday. “Basic consumer goods are not a sector that witnesses large fluctuations in demand”, and there are relatively few companies with a significant export of US exports. He added: “The positive scenario is that the central banks are moving to lower interest rates, stimulating consumption.” On the other hand, the shares of luxury consumer goods suffered from expectations to reduce families, their unnecessary spending. The MSCI index of consumer goods in Asia has dropped by more than 5% since April 2, which recorded the second largest decrease between sectors. According to James THG, the investment manager in Asian stocks in “Aberdeen Investment”, one of the risks facing basic consumer goods is a sharp increase in inflation, which can limit the enthusiasm of investors to this sector. However, it is currently a consensus that basic merchandise is a safer bet. The sector index is expected to grow poor profits during the next twelve months, which can be reached by the MSCI index for Asia and the Pacific. “The basic commodities will remain the focus of investors in light of these circumstances, while we can see a return to other sectors such as luxury goods and services as the appetite for risk yields,” says Nick Todal, the main market analyst at the world markets in Sydney. He added: “I feel it will only happen to the change of the United States in its position on customs tariffs.”