China Funds: Agricultural Commodities Spike
Agricultural Commodities have experienced a surge in ownership among active China investors. Average weights are at all-time highs as a record...
265 Views
WH Group Post-Tender Outlook
Buyback Offer shares are returned. Now we look forward. Of course, we did before in assuming participation rates. The stock is cheap on accretion...
312 Views
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
192 Views
Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
442 Views
Wens Foodstuff & Muyuan Foods: What Is the Better Option Amidst China’s Meat Export Curbs?
Today, the Financial Times reported that China is scaling back on meat imports over fears of importing the COVID-19 virus back into the country....
420 Views