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...
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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...
625 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...
215 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
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