Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
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Sector Capsule: Rtd (Ready to Drink) Coffee in Thailand
RTD coffee records 5% off-trade current value and volume growth to reach THB11.9 billion and 168 million litres in 2017 Convenience remains the...
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Sector Capsule: Sports Nutrition in Japan
Sports nutrition current value sales grow by 4% in 2017 to reach JPY25.5 billion Growing participation of Japanese consumers in sporting...
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A Rebound in Growth for Ajinomoto Driven by Recovery of No-Moat Businesses
Narrow-moat Ajinomoto Co Inc (2802 JP)'s second-quarter results improved quarter on quarter, with sales (up 7.5%) largely in line with our estimate...
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