COFCO Meat IPO: Any Meat Left?
COFCO Meat Holdings (a unit of COFCO group) is benefiting from higher-than-usual pork prices. In this insight, I analyse the driver of the pork...
482 Views
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
626 Views
Outlook For Global Economy and Markets Through Late 2016
In this month’s analysis of the RRG Global Consumer Sentiment Index (GCSI) we review the current dynamics behind the global economy and highlight a...
198 Views
Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
218 Views
China Property By Tier - Where Is The Action?
How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid,...
200 Views