Wilmar: China IPO Looks Priced In
INVESTMENT VIEW: Wilmar International (WIL SP) shares have rallied over 20% YTD on optimism that its upcoming A-share listing will unlock value....
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US Soybean Tariff Avoided…for Now
Major Food Fight Avoided...: China’s counter-tariffs announced last Friday included sectors from nuts to pork and steel pipe, but avoided...
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Stay Bullish Commodities; Despite Feb Pause
Our Recommendation – Stay Overweight Commodities: We forecast the bullish trends in Commodity pricing, which has been underway since 1Q16, to...
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China’s Response to Trump - US Soybean Tariff?
Bejing to Avoid Soybean Food Fight: Our view is that Beijing will try to avoid counter-tariffs on US soybean imports, as was rumored in an...
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