Alibaba (BABA): Jack Ma’s Retirement Plan - Wants to or Has To?
Jack Ma plans to resign as the chairman of Alibaba Group after one year from now. We believe Jack Ma has to do so due to the poor relationship...
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Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
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Inner Mongolia Yili Industrial Group (A) (600887 CH). Initiate with a Positive Rating.
China is the growth driver for the world's dairy markets and Yili is China's largest dairy company. China's dairy industry is expected to grow...
397 Views
AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
568 Views
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
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