Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
984 Views
Tobacco: A Framework for Analyzing the Sin Sector from an ESG Perspective, with a Focus on ITC
Contrary to the perception that the rising adoption of socially responsible investment practices has caused Big Tobacco to be shunned by portfolio...
1.7k Views
Japan/Tobacco/Reduced-Risk-Products: JT's Ploom Guns for IQOS's Crown With Price War
Overview By definition, reduced risk products (RRPs) refer to the category of tobacco products that present a lower risk to smokers of these...
743 Views
Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
358 Views
Part 2: Japan Tobacco Inc: Expansion in Asia Pacific
With tougher government regulation, cigarette consumption is observing a decline internationally. In response, in order to maintain its competitive...
359 Views