Brexit and Its Impact on the Largest FMCG Companies
As the UK is set to leave the EU, we can examine the potential impact of Brexit on retail sales of FMCG companies covered in Passport. The exact...
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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...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
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US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
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