Chinese Choose Not to Have More Children
Chinese people are actively choosing not to have further children and this will lead inexorably to a population collapse during the balance of this...
339 Views
COFCO Meat IPO: Any Meat Left?
COFCO Meat Holdings (a unit of COFCO group) is benefiting from higher-than-usual pork prices. In this insight, I analyse the driver of the pork...
644 Views
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
707 Views
Outlook For Global Economy and Markets Through Late 2016
In this monthâs analysis of the RRG Global Consumer Sentiment Index (GCSI) we review the current dynamics behind the global economy and highlight a...
276 Views
Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospectsâwithout...
327 Views