Echi,
We are possibly coming out of the recession...hmm...maybe....
Certainly, the established brands are confident with some (very) positive rebounds in Japan and USA that offset the downturn in China due to political clampdown on luxury.
So, you could be right to switch your investments from pork belly or mineral mining....hehehe.
Watch Montblanc, Zenith, and Chopard too for changes in direction.
On the outside rail, Girard-Perregaux is perennially poised for action........
Regards,
MTF