China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k Views
Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
319 Views
Quick note - ITC vs HMSP; Who's the tobacco king?
Philip Morris (PM) plans to sell down its stake in HM Sampoerna (HMSP) in order to comply with the minimum free-float requirement that is set to...
372 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
302 Views
ITC (ITC IN) - This falling knife deserves to be caught
As a continuation of our Long Term Leaders vertical, we look at ITC whose share price has been under renewed pressure since the excise duty on...
320 Views