Sector Capsule: Baby Food in Vietnam
Baby food records retail value growth and retail volume growth of 5% in 2017, reaching VND32.3 trillion and 108,000 tonnes The price ceiling for...
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Sector Capsule: Baby Food in India
Baby food sees 16% retail value growth in 2017 to reach INR47.0 billion Baby food benefits from the role of medical representatives promoting...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
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Sector Capsule: Baby Food in China
Current value sales grow by 9% in 2017 to reach CNY146.3 billion The second-child policy as well as greater supervision by the government greatly...
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U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
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