Sanlam Investments Cautious on Luxury Stocks
This is a news story, published by CNBC, that relates primarily to Hannah Gooch-Peters news.
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LVMH sharesCNBC
•Business
Business & Economics
Fund manager reveals what needs to change for her to invest in luxury stocks

77% Informative
Hannah Gooch-Peters of Sanlam Investments is cautious on luxury stocks like LVMH.
The portfolio manager said she would need a "larger margin of safety" before investing in the world's largest luxury group.
She said Chinese consumer confidence is holding her back from buying luxury stocks.
Gooch Peters also likes U.S.-based CME Group , one of the largest derivates marketplaces.
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