Sour China:Australia Diplomatic Relations Halts China Mengniu Dairy’s Buyout of Lion Dairy & Drinks
Earlier today, the Australian Financial Review reported that the Australian government has blocked the proposed sale of Lion Diary & Drinks to...
319 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
339 Views
Short Feihe (6186) Vs HH (1112): Just Starting...
As the strong mainland Chinese inflows to China Feihe (6186 HK) may not last forever, China Feihe's share price may lose its strong upward...
348 Views
Last Week in Event SPACE: Sing Air, Swire/Cathay, Evergrande, Crown Resorts, Capitaland REIT, Leyou
Last Week in Event SPACE ... Singapore Airlines (SIA SP) is now trading ex-rights. You probably should tilt bullish the rights vs their...
384 Views
Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
434 Views