Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
522 Views
China Feihe IPO Valuation: Reasonable Compared to Peers but Cheap Compared to Market Deal Multiples
In our previous two insights on China Feihe’s IPO, we mainly focused on the industry, the company’s business model and its financials. This...
561 Views
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...
356 Views
Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
461 Views
Brexit and Its Impact on the Largest FMCG Companies
As the UK is set to leave the EU, we can examine the potential impact of Brexit on retail sales of FMCG companies covered in Passport. The exact...
501 Views