Winter Is Coming, Bet on China Pork
We expect pork prices in China to surge > 10% YoY in parts of 2017 due to low inventory levels in China and expected low global surplus. As...
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Smartkarma - ECM Coverage Weekly Update (7 Nov 2016)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our accuracy...
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China Unlikely to Quench Beverage Firms' Thirst for Growth
We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and...
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Smartkarma - ECM Coverage Weekly Update (24 Oct 2016)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our accuracy...
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COFCO Meat IPO: Revenge of the Pigs
Following my IPO preview piece on COFCO Meat, there were some enquiries on the history of COFCO Meat. Below are some pieces of history regarding...
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