Bellamy Cowed Into Mengniu's Offer?
21 months and counting. That's how long Bellamy's Australia (BAL AU) has been waiting for approval from China's State Administration for Market...
572 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
384 Views
Ausnutria: Blue Orca’s Attack Lacks Heft
Ausnutria Dairy Corp (1717 HK), a Chinese infant milk formula-maker, has been targeted by a short seller, Blue Orca. Ausnutria has denied Blue...
610 Views
Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
387 Views
China Feihe IPO Preview: The Winning Formula?
China Feihe (FEIHE HK) is the leading player in the China IMF (infant milk formula) market as measured by retail sales value in 2018, according to...
605 Views