Italian Chaos Jolts Markets, US Trip Notes…
My view in the 17th May note that the ‘bond vigilantes’ would be unleashed on Italy has transpired even faster than I expected with the 10-year...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Sector Capsule: Coffee in China
In 2017 coffee recorded retail value and volume growth of 2% and 1%, respectively, to reach sales of CNY7.0 billion and 63,533 tonnes Sales...
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Sector Capsule: Chocolate Confectionery in Thailand
Headlines Chocolate confectionery registers current retail value growth of 8% to reach THB6.9 billion in 2017 Novel new products drive growth Boxed...
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Trends in Baked Goods and Biscuits in Thailand
Bread, cakes and pastries in Thailand is expected to be a THB30 billion market in 2017 after recording a healthy CAGR of 8% over 2012-2017. Time...
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