I dropped by the only Minase AD in Switzerland and had a look at a couple of their models. The seven/five windows are cool, but a little too thick for...
This is the way. If you really like it, wait for the hype to die down and get it at a discount later. If you don't really want it later, then you made the right decision anyway.
commented onPondering The Broader Market: An Equity Analyst's Take on Swiss Watch Exports·
Very reasonable and fair take. I largely agree with it. It's a decent time to be a buyer, especially pre-owned. New prices are still wildly inflated. Some brands have overextended on price, Swatch Group to am absurd degree (AD discounts demonstrate this perfectly), likely JLC, and others. You should not buy a single watch at retail outside of Rolex and much cheaper watches that don't typically offer discounts. You shouldn't be paying over retail for anything outside of the most absolute desirable models or brand new releases. That white dialed Speedmaster will be available under retail in a year. Same for that new Tudor GMT.
Watches are not a commodity and I wouldn't extraolate expectations elsewhere on to them.
That said, keep an eye out on the Chinese economy. Signs are starting to point to a return to strong economic growth. Energy/fuel demand (my field) is growing quickly, manufacturing and exports are up massively. It looks like the real estate slowdown may be pretty limited in scope. The US economy is also really strong at the moment, and Japan looks pretty healthy (though their buying power is weak at current exchange rates). Europe is stuck running in place, but it won't matter if the US and China are running at full speed.
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