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Kweichow Moutai (600519 CH)
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Consumer Staples
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China
Kweichow Moutai Co., Ltd. manufactures spirits. The Company's spirit products are distilled from sorghum and wheat. Kweichow Moutai markets its products worldwide.
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bullish
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Thematic (Sector/Industry)
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28 Sep 2016 09:34
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
Paul M. Kitney, PhD
325 Views
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bearish
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Macroeconomics
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15 Sep 2016 12:23
Underlying Retail Sales Weakness in China
The latest rebound of the Chinese economy is a reminder of how the country’s financial and industrial sector is in the strong grasp of Beijing....
Christopher Balding
184 Views
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bullish
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Macroeconomics
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13 Sep 2016 21:31
Breaking Down Chinese Inflation Data: More Than Meets the Eye
The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat. CPI came it below...
Christopher Balding
179 Views
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bearish
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Macroeconomics
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01 Sep 2016 10:19
Retail Sales in China Outside Headline Numbers Remain Weak
The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This...
Christopher Balding
161 Views
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bullish
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Thematic (Sector/Industry)
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24 Aug 2016 17:27
Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
Bixmoor
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158 Views
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