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Latest articles in Consumer Staples

Community Group Buying: the new battleground for China's Internet giants

The retail industry players have always been competing for high efficiency and satisfying consumer experience. Also, the structure of terminal retail channels for agricultural products during the pandemic has changed significantly, with the proportio...
EqualOcean Yangni
Yangni Liu @ EqualOcean 15 April 2021

Coupang: Korea's Amazon is great value despite Wall Street debut surge

Coupang, the e-commerce leader in South Korea, rose by 41% on its first day of trading yesterday on the NYSE. The rally could last much longer than the first-day pop. Operationally, Coupang is superior to any of its peers. It delivers its goods throu...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 12 March 2021
Coupang: Korea's Amazon is great value despite Wall Street debut surge
Coupang: Korea's Amazon is great value despite Wall Street debut surge

Mexico Top Picks 2021: Favouring recovery and valuation

Having come to the end of a year of important and highly complex challenges, 2021 holds better prospects, supported by the expected recovery and the beginning of the path towards a new post-pandemic normality. We believe that appetite for risky asset...
Banorte Marissa
Marissa Garza Ostos @ Banorte 25 January 2021
Mexico Top Picks 2021: Favouring recovery and valuation
Mexico Top Picks 2021: Favouring recovery and valuation

Bangladesh Strategy 2021: Return to high growth

Before the pandemic hit the country, Bangladesh's economy maintained a steady 6%+ growth rate during FY10-FY15 and 7.0%+ growth rate during FY16-FY18, and 8.15% in FY19. Bangladesh’s foreign exchange reserve reached USD 43bn landmark in December, 202...
IDLC Securities S. M.
S. M. Galibur Rahman @ IDLC Securities 1 January 2021
Bangladesh Strategy 2021: Return to high growth
Bangladesh Strategy 2021: Return to high growth

Pandemic Accelerates New Economic Landscape for Emerging Markets

As investors digest the latest developments and potential implications from the coronavirus, leading emerging markets have demonstrated resilience in the face of uncertainty. Some emerging market economies continue to show long-term investment opport...
Franklin Templeton
Franklin Templeton 16 December 2020
Pandemic Accelerates New Economic Landscape for Emerging Markets
Pandemic Accelerates New Economic Landscape for Emerging Markets

Turkey Strategy: It’s all about monetary policy once again

Once again, unorthodox monetary policies by the CBRT and how it has managed its reserves since the past year, have led to a massive Turkish lira devaluation (47% y/y against US$ and 56% y/y against Euro). At 9.1x 2020 P/E (6.8x Bloom. We are also con...
ATA Invest Cemal
Cemal Demirtas @ ATA Invest 12 November 2020