China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
162 Views
Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
198 Views
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
6.2k Views
Cenmintang IPO Preview: A Beverage and Snack Play Whose Growth Is Hard to Grasp
Cenmintang (CMT) is a snack and beverage producer with over 1000 product varieties, selling within third and fourth tier cities in china. Its...
420 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
2.8k Views