Primer: Dali Foods Group (3799 HK) - Apr 2026
Dali Foods Group, a prominent player in China's food and beverage sector, was taken private and delisted from the Hong Kong Stock Exchange in...
129 Views
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
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
6.5k Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
3k Views
Bad Debt Litigation in China's Export Base
A senior judge of China's Zhejiang Province Higher People's Court gave a status report on civil and commercial litigation in his province,...
406 Views