\u00ab\u00a0Je r\u00e9vise actuellement tout mon portefeuille d\u2019actions\u00a0; c\u2019est un v\u00e9ritable virage \u00e0 180\u00b0\u00a0!\u00a0\u00bb, conc\u00e8de un trader interrog\u00e9 par La Tribune qui a entam\u00e9 sa journ\u00e9e, apr\u00e8s les annonces tonitruantes de Donald Trump ce week-end. Dimanche, le pr\u00e9sident am\u00e9ricain a menac\u00e9 huit pays europ\u00e9ens, dont la France et l\u2019Allemagne, d\u2019imposer 10\u00a0% de droits de douane suppl\u00e9mentaires d\u00e8s le 1er\u00a0f\u00e9vrier, puis 25\u00a0% \u00e0 partir de juin. Ces mesures porteraient \u00e0 40\u00a0% le taux des surtaxes douani\u00e8res sur les produits fran\u00e7ais export\u00e9s aux \u00c9tats-Unis.<\/p>\n
Cette annonce choc a plomb\u00e9 les cours de la Bourse de Paris, en particulier les valeurs du luxe. Vers 11\u00a0h\u00a030 ce lundi, LVMH perdait 3,89\u00a0%, tandis qu\u2019Herm\u00e8s chutait de 3,15\u00a0% et Kering de 2,7\u00a0%. \u00ab\u00a0La reprise du luxe risque d\u2019\u00eatre compromise\u00a0\u00bb, s\u2019inqui\u00e8te \u00c9meric Blond, g\u00e9rant actions chez Tailor Asset Management.<\/p>\n
Le relais de croissance chinois se fait attendre \n<\/p>\n
Et pour cause\u00a0: \u00ab\u00a0ces derniers trimestres, la croissance du secteur a \u00e9t\u00e9 port\u00e9e par les \u00c9tats-Unis\u00a0\u00bb, rappelle le g\u00e9rant. Ces quatre derni\u00e8res ann\u00e9es, les clients am\u00e9ricains, qui g\u00e9n\u00e8rent un tiers des revenus du luxe, ont augment\u00e9 leur consommation de 5 \u00e0 15\u00a0% par trimestre.<\/p>\n
Jusqu\u2019ici, le retour de la consommation chinoise \u2014 pays qui repr\u00e9sente aussi un tiers des revenus des marques \u2014 se fait attendre. L\u2019annonce, dans la nuit, d\u2019une croissance \u00e0 5\u00a0% en 2025 n\u2019a pas rassur\u00e9. \u00ab\u00a0Il n\u2019y a pas de consommation int\u00e9rieure en Chine, car les salaires n\u2019augmentent pas\u00a0\u00bb, note Alexandre Baradez, analyste march\u00e9s chez le courtier IG France. D\u00e9sormais, le dernier moteur de croissance du luxe menace de caler.<\/p>\n","protected":false},"excerpt":{"rendered":"\u00ab\u00a0Je r\u00e9vise actuellement tout mon portefeuille d\u2019actions\u00a0; c\u2019est un v\u00e9ritable virage \u00e0 180\u00b0\u00a0!\u00a0\u00bb, conc\u00e8de un trader interrog\u00e9 par…\n","protected":false},"author":2,"featured_media":674357,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1589],"tags":[5734,5058,11,73,1866,590,3844,4926,2425,2824,12,979,65440,467,1864,1865,1863,308],"class_list":{"0":"post-674356","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-etats-unis","8":"tag-5734","9":"tag-5058","10":"tag-actualites","11":"tag-etats-unis","12":"tag-etats-unis-damerique","13":"tag-finance","14":"tag-francais","15":"tag-geants","16":"tag-luxe","17":"tag-menaces","18":"tag-news","19":"tag-taxes","20":"tag-trembler","21":"tag-trump","22":"tag-united-states","23":"tag-united-states-of-america","24":"tag-us","25":"tag-usa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@fr\/115921748376225464","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/posts\/674356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/comments?post=674356"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/posts\/674356\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/media\/674357"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/media?parent=674356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/categories?post=674356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/tags?post=674356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}