Cross-Border E-Commerce in China: Updates and Whos' Who
Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Health & Happiness: The Supplement to Your Portfolio
What are the drivers for Health and Happiness (H&H) (1112 HK) ? Many will argue that the loosening of single child policy in China is one of...
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China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
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