Bega Cheese to Acquire Kirin’s Lion Dairy & Drinks at a 13% Discount
On 21st November 2020, Nikkei reported that Bega Cheese will acquire Kirin’s Australian subsidiary, Lion Dairy & Drinks for an estimated valuation...
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HSCEI Index Rebalance: 9 Adds, 9 Deletes, BIG Turnover
There are 9 adds and 9 deletes in the upcoming HSCEI rebalance. Turnover at 10%+ is big and there is a lot of short interest on names. The momentum...
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US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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Kirin Restarts LDD Sale After China Mengniu Deal Falls Through
After the Australian government blocked Kirin’s proposed sale of Lion Diary & Drinks (LDD) to China Mengniu Dairy in late August, Kirin...
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