智通财经APP获悉，富达国际亚太区投资总监主管Stuart Rumble表示，亚洲各地包括中国内地、中国香港、新加坡及中国台湾的消费者行为正显著转变，部分源于经济不确定性持续及宏观环境充满挑战。多个市场因增长疲弱、市场波动持续、就业稳定性存疑，导致消费模式出现明显转变。一些面向消费者的股票交易估值偏高，引发市场疑问其盈利增长持续性及均值回归可能性。
Rumble指出，投资者需分辨短期趋势及结构性转变，盲盒热潮或会退去，但健康生活方式兴起及体验式消费等更广泛趋势则更具持久性，值得深入关注。
数码渠道亦正在重塑消费者与投资者的互动。直播电商、社交销售及爆款产品的推出，压缩了从产品构思到市场采纳的时间，能够掌握这种速度的企业，尤其是具备深厚本地洞察力者，更有可能赢得市场份额及投资者青睐。中国内地电动车品牌在新加坡等市场的成功，正好印证以消费者为中心的灵活商业模式带来的颠覆潜力。
然而，中国内地等市场的竞争激烈程度不容低估，成功往往引来模仿，唯有具备稳健基本面、灵活策略及清晰差异化的企业才能长久立足。投资者需密切关注管理层质素、创新能力及应对消费者情绪变化的能力。
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