The Stocks to Own in China – Vol. 37
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...
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The Stocks to Own in China – Vol. 36
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...
386 Views
Nongfu Spring (农夫山泉) IPO: Bottle Size Matters, Photos on the Ground
We visited a supermarket RT-Mart (大润发) and a convenience store Lianhua (联华) in Shanghai. We believe Nongfu Spring’s advantages are (1) plastic...
627 Views
EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
412 Views
Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
510 Views