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香港零售業正展現出真正的動能——11月銷售額激增6.5%,延續我們一直關注的復甦浪潮。這種消費支出的強勁通常代表更廣泛的經濟信心,並傾向於在區域市場和資產類別中產生連鎖反應。當零售數據出現這樣的回升時,通常會看到機構投資者對風險資產(包括加密貨幣)興趣增加。值得關注的是,這一亞太地區的增長軌跡將如何影響第一季的布局。