Big call screening: LVMH, Mastercard, ASML, Rational

LVMH remains a favorite for a comeback in 2025 thanks to its diverse portfolio of core brands (Louis Vuitton, Moët & Chandon, Hennessy, Bulgari, Givenchy, Kenzo, Dior, Fendi, Benefit, TAG Heuer). Since the demand for luxury goods in core markets like China should have already hit its bottom, LVMH is likely to benefit disproportionately from this. Accordingly, LVMH remains one of the industry favorites in the consumer stocks selection list of "The Big Call." Heavyweights from the credit card segment are among the major beneficiaries of...