Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
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AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
709 Views
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
314 Views
China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
589 Views
Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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