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...
156 Views
China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
342 Views
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...
197 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...
354 Views
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...
791 Views