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☆ China needs confidence to return, not expansion of financial channels
▼ + stars: | 2024-09-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina needs a policy-led promotion of the economy, not just the expansion of financial channelsJack Dwyer of Infusive says he expects more policy support to come from the PBOC and Chinese regulators and discusses the need for a coordinated policy push by the state to restore confidence in the economy.

Persons: Jack Dwyer, Infusive Organizations: China

☆ Should investors buy the dip in Lululemon? Here's what this fund manager says
▼ + stars: | 2024-04-26 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Shares of popular athleisure brand Lululemon have plummeted this year, trailing the S & P 500 significantly. Its shares, which were included in the Wall Street index just last October, are down around 28% year-to-date. Dwyer also pointed out that Lululemon is unlikely to be exposed to any geopolitical risks surrounding China. "Millennials represent around a third to 40% in China and then Gen Z are a much bigger share of the demographic - they are fans of this brand," Dwyer. According to FactSet, Lululemon has a buy rating of 69% and analysts covering the stock give it 28.1% potential upside from the average price target.

Persons: Jack Dwyer, Dwyer, FactSet, Lululemon Organizations: Infusive Asset Management, CNBC, Consumer Alpha Global, Fund, Netflix, PepsiCo Locations: China, —, LVMH

☆ Amazon, LVMH and more: Fund manager reveals the consumer stocks to buy right now
▼ + stars: | 2024-04-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon, LVMH and more: Fund manager reveals the consumer stocks to buy right nowCNBC’s Will Koulouris asked Jack Dwyer, CEO of Infusive Asset Management, how he’s playing the consumer theme. He also discussed his fund’s top holdings, which include Amazon and LVMH.

Persons: Will Koulouris, Jack Dwyer Organizations: Infusive Asset Management

☆ CNBC Pro Talks: Amazon, LVMH and more — fund manager reveals the consumer stocks to buy right now
▼ + stars: | 2024-04-23 | by ( Cnbc.Com Staff | ) www.cnbc.com time to read: +2 min

When trying to assess the growth prospects of companies, portfolio manager Jack Dwyer says the consumer is king. CNBC's Will Koulouris will ask the CEO of Infusive Asset Management how he harnesses the power of the consumer in Pro Talks on Wednesday, April 24. The top holdings of Infusive's Consumer Alpha Global Leaders Fund include Amazon , Netflix and Alphabet , in addition to consumer stocks such as McDonald's , LVMH and PepsiCo . When selecting stocks, Dwyer urges investors to avoid making generalizations about consumer strength on a country basis, and highlighted a divergence across the luxury sector. To discover Dwyer's top stock picks, j oin CNBC Pro Talks on Wednesday, April 24 at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m.

Persons: Jack Dwyer, CNBC's Will Koulouris, Dwyer, Hermes, Morningstar, Will Koulouris Organizations: Infusive, Management, Infusive's Consumer Alpha Global, Fund, Amazon, Netflix, PepsiCo, Nvidia Locations: LVMH, millennials

☆ Temu has a long way to go in taking market share from dominant players
▼ + stars: | 2024-03-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTemu still has 'a long way to go' in taking market share from larger incumbent e-commerce playersJack Dwyer of Infusive discusses Temu's competitiveness in the online retail industry. He believes that technology advancements and cost reductions will help Chinese e-commerce players improve profit margins.

Persons: Jack Dwyer, Infusive

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