Sector Capsule: Beer in Hong Kong, China
Headlines Beer grows by 2% in total volume terms in 2016 to reach 167 million litres Imported lager continues to outperform domestic lager in terms...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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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...
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