Sector Capsule: Men's Grooming in China
Menâs grooming sales increased by 7% in current value terms to CNY13.3 billion in 2017. Growing sophistication among Chinese male consumers...
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With âBrand Buildingâ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
Iâve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing âpost-Brexit hangoverâ narrative...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
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