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Kweichow Moutai (600519 CH)
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Consumer Staples
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China
Kweichow Moutai Co., Ltd. manufactures spirits. The Company's spirit products are distilled from sorghum and wheat. Kweichow Moutai markets its products worldwide.
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bullish
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Macroeconomics
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28 Dec 2016 23:21
Marketnomix Insight: China
Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...
Rajan Govil
221 Views
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
259 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 10:02
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
Paul M. Kitney, PhD
232 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:40
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
Paul M. Kitney, PhD
175 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:20
ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
Paul M. Kitney, PhD
168 Views
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