Yili Industrial 2Q Results Commentary And Updated Model Portfolio.

Inner Mongolia Yili Industrial Group (A) (600887 CH). Initiate with a Positive Rating.

AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio

Asia ex-Japan consumer sector long-only analyst.

Chan Wai Leong

Thematic (Sector/Industry)

<p>The US restrictions on trade put Asian economies at risk of recession. I compare international trade to a monopsony and examine the action of the monopsonist on its trade partners. A fall in trade could push many Asian countries into recession and send the Asian stock markets deeper into the red. </p>

The US restrictions on trade put Asian economies at risk of recession. I compare international trade to a monopsony and examine the action of the monopsonist on its trade partners. A fall in trade could push many Asian countries into recession and send the Asian stock markets deeper into the red. 

Why Asian Economies Are at Risk of Recession.