Sector Capsule: Beer in the United Kingdom
In 2017, beer recorded a 1% decline as total volume sales amount to 4.5 billion litres. Craft and premiumisation had the biggest impact on beer in...
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With âBrand Buildingâ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
Iâve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Sector Capsule: Spirits in South Korea
Headlines Total volume sales of spirits rise by 3% in 2016, to reach 1,425 million litres The new anti-bribery law strongly affects on-trade sales...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
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