China A-Share Deep Dive: Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
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WH Group (288 HK) - Stronger, But Still WAY Cheap to Peers
WH Group is up strongly the past 3 months, outperforming western peers (+43%) and China/HK-listed peers (+17%). China pork price dynamics are...
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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...
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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....
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YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
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