Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
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Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Sector Capsule: Pet Products in Hong Kong, China
In 2017, pet products registered 7% current value growth to reach HKD67 million. Owners are paying more attention to speciality pet products,...
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Sector Capsule: Cat Food in Indonesia
In 2017, cat food registered 8% retail volume growth and 15% value growth, to reach 8,500 tonnes and IDR588 billion. Wet cat food showed the...
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