The Market's Souring on A2 Milk Offers a Sweet Deal for Investors
Looking past the near-term risks to reap the high growth opportunities of the Chinese infant formula market.Concerns over increasing infant formula...
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Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
615 Views
Sector Capsule: Pet Products in Hong Kong, China
In 2017, pet products registered 7% current value growth to reach HKD67 million. Owners are paying more attention to speciality pet products,...
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Sector Capsule: Cat Food in Indonesia
In 2017, cat food registered 8% retail volume growth and 15% value growth, to reach 8,500 tonnes and IDR588 billion. Wet cat food showed the...
124 Views
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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