Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
692 Views
Health & Happiness: Paid the Price for Future Growth?
Despite the market showing knee-jerk reaction post the announcement that the Health and Happiness (H&H) (1112 HK) acquisition of Swisse will...
249 Views
Murray Goulburn - Saputo Steps Up
Last week, beleaguered Mg Unit Trust (MGC AU) announced an agreement with Saputo Inc (SAP CN), one that befits the internal/external issues faced...
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China Feihe IPO Preview: Goat Bless Infant Formula Milk?
China Feihe, a leading infant formula milk player in China, is looking to raise USD300-400m of capital to fund its plant expansion in Canada and...
760 Views