Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?
Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...
480 Views
Yum/McDonald's Pair Trade: An Enticing Market Neutral Return
Yum! Brands Inc (YUM US), the operator of quick-service restaurant chains KFC, Pizza Hut and Taco Bell, underperformed most of its peers over the...
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YUM China (YUMC): Promising Future Post COVID-19 Outbreak
We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19...
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What Might Have Happened at Luckin Coffee (瑞幸咖啡) + Trade Ideas and Implication for Other ADRs
Luckin Coffee (LK US) announced last night that the Board of Directors has formed a special committee to oversee an internal investigation into...
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