Raising Moutai's FVE to CNY 400 as Strong Demand for Flying Moutai Persists; Shares Fairly Valued
Although wide-moat-rated Kweichow Moutai’s fourth quarter 2016 earnings were lower than our forecasts, owing to higher-than-expected consumption...
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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...
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NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
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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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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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