Winter Is Coming, Bet on China Pork
We expect pork prices in China to surge > 10% YoY  in parts of 2017 due to low inventory levels in China and expected low global surplus. As...
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Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?
With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...
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China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
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Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
334 Views
COFCO Meat IPO: Revenge of the Pigs
Following my IPO preview piece on COFCO Meat, there were some enquiries on the history of COFCO Meat. Below are some pieces of history regarding...
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