Outlook For Global Economy and Markets Through Late 2016
In this month’s analysis of the RRG Global Consumer Sentiment Index (GCSI) we review the current dynamics behind the global economy and highlight a...
198 Views
Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
218 Views
CP All: A Walk Down the Memory Lane
CP All, the world's third largest 7-Eleven chain, is one of our five top picks. While we agree there is controversy given its high valuations and...
572 Views
China or ASEAN? - You Choose
Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...
198 Views
Big C Stake Sale - TCC Group Consolidates Their Position in Thailand
7 Feb 2016, it was announced that TCC Group agreed to buy Casino's 58.56% stake in Big C for €3.1 billion (252.88 THB / share), an 11 percent...
266 Views