EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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Health & Happiness: Not that Healthy After All and May Lead to Unhappy Shareholders?
Post the disclosure of the agreement that Swisse made with a JV that is owned by Procter & Gamble Co/The (PG US) and Teva Pharmaceutical Sp Adr...
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Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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Cenmintang IPO Preview: A Beverage and Snack Play Whose Growth Is Hard to Grasp
Cenmintang (CMT) is a snack and beverage producer with over 1000 product varieties, selling within third and fourth tier cities in china. Its...
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Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
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