Citi expects investors to rotate their allocation towards the non-essential Consumer Sector in the second quarter, especially in the sports apparel Industry. Adjusting the sector's preferred stocks, the top picks in non-essential Consumer items are Anta, HAIDILAO, and CHOW TAI FOOK; while in essential Consumer goods, the top picks are BUD APAC, Mengniu, NONGFU SPRING, and YIHAI INTL.
花旗：振消费方案料提振投资者信心 二季度或看到板块轮动配置
Citi: The consumer stimulus plan is expected to boost investor confidence, and a rotation allocation in the Sector may be seen in the second quarter.
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