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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ThaiBev BeerCo ESG Analysis: Among the World's More Sustainable Brewers Despite Social-Pillar Issues
Putting a brewery under the ESG microscope usually doesn’t end well. ThaiBev's BeerCo is an exception, ranking among the world's more sustainable...
419 Views
The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
675 Views
Budweiser Brewing APAC IPO - Valuation Corrigendum, Index Inclusion Timeline and Quick Take on M&A
Budweiser Brewing Company APAC (1876 HK) (ABIAPAC) is looking to raise up to US$9.8bn in its Hong Kong IPO. I've covered the background and...
792 Views
United Spirits Limited: Cleansing Exercise Is Almost Over
There were cases regarding diversion of funds from the United Spirits (UNSP IN) to its Indian and overseas subsidiaries related to the company’s...
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