What the US deficit means for equity investors…
Tony Brinker
Holding their nerve
Frida Wang
Head of China Research
Underlying brand momentum underwrites investment proposition
Frida Wang
Head of China Research
Sale of Fund #1 interest brings in some cash, but at what cost?
Peter Meichelboeck
Head of Research
FY23 result preview: why the recent surge in HK exports?
Frida Wang | Peter Meichelboeck
Institutional Research
Set for another year of at least 20% growth in FY24
Peter Meichelboeck
Head of Research
China may be a 1H24 challenge but acquisition adds momentum
Mark Topy | Peter Meichelboeck
Institutional Research
Challenging year but positioning the business for the future lift
Mark Topy
Institutional Research
Focus now shifts to delivering a sustainable recovery
Mark Topy | Peter Meichelboeck
Institutional Research
China flower price the swing factor
Frida Wang
Head of China Research
Monitoring grey channel pricing & the speed of the Chinese recovery
Frida Wang | Peter Meichelboeck
Head of China Research
Industry challenges coalesce around 1HFY24
Frida Wang
Head of China Research
