CLSA's Kou on Expectations for China's Golden Week

The video discusses the strong travel demand driven by economic factors like the wealth effect and stock market boom. It highlights Hong Kong's structural challenges and tourism trends, noting the shift in consumer demographics from male to female in the luxury market. The discussion also covers product popularity, market recovery, and the challenges of price harmonization due to FX changes, emphasizing the role of internet transparency.

What factors are contributing to the recovery of the economy since the second half of 2016?

What challenges is Hong Kong facing in terms of tourism and consumer behavior?

In what ways are brands trying to maintain price levels across different markets?

What role do female consumers play in the current luxury market compared to male consumers?

How has the consumer demographic shifted in the luxury market according to the text?