Where Are Global Value Funds Positioned?
With Value funds capturing some long awaited outperformance this year, we analyse the current holdings set up among the active Global Value funds...
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Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
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Li & Fung: Another Think About The Offer
On the 20 March, Li & Fung Ltd (494 HK) announced a privatisation Offer from Golden Lincoln (a vehicle owned by the Fung family and...
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Li & Fung’s Opportunistic Privatisation Bid?
Li & Fung Ltd (494 HK) is a global merchandise supply chain manager. It assists retail brands source products from manufacturers in Asia along...
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Li & Fung: Privatisation Offer
Shortly after announcing its FY19 results - core operating profit declined 23%, although net profit turned positive - Li & Fung Ltd (494...
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