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New population policy to bolster infant-related stocks

Infant-related counters are expected to rise following an end to China's one-child policy despite a general downtrend in the stock market. About 3 million to 6 million more babies will be born each ye ...More

EJ Insight2016-02-15

Yili to benefit from dairy industry reform

China’s A shares continued to fall back Thursday. The Shanghai Composite Index dropped 3.7 percent, and Shenzhen's Growth Enterprise Market slid 6.3 percent. Investors should be careful with high-valu ...More

EJ Insight2015-06-20

What to buy before A shares break into MSCI

Hong Kong's stock market has become a battleground for mainland Chinese retail investors and global institutional investors. They have been taking a mainland view on Hong Kong shares while looking at ...More

EJ Insight2015-06-03

Why you should be overweight on China retail plays

If you are seeking bargain-hunting opportunities in Chinese stocks, there are still some options left. Foremost among them would be mainland retail plays, which have undergone major correction in the ...More

EJ Insight2015-05-13

Why HK gets better food even as China safety woes linger

The rules may seem a bit arbitrary, but did you know that there are detailed standards concerning the weight, pelage and body size of porker pigs to be exported to Hong Kong? Among other things, the ...More

EJ Insight2015-04-21

Tech sector weight drags on HSI

Heavy selling pressure on tech stocks weighed on Hong Kong's benchmark Hang Seng Index (HSI) Monday, sending the index down 91 points, or 0.41 percent, to 22,132. The Hang Seng China Enterprises Index ...More

EJ Insight2014-04-28

High margin days of mainland baby formula market may soon end

Infant formula is generally more expensive in China than elsewhere, which is why Hong Kong has imposed restrictions of the amount of baby powder milk that shoppers can take across the border to preven ...More

EJ Insight2014-04-15

Mengniu Dairy sales up 20% in 2013, paper says

China Mengniu Dairy Co. Ltd. said its sales rose 20.4 percent year on year to 43.36 billion yuan (US$7.06 billion) in 2013, driven by government support, changes in product line-up and an acquisition, ...More

EJ Insight2014-03-27

China lenders, property plays pace HSI gains

Hong Kong stocks closed higher Wednesday, buoyed by better than expected results by Chinese banks and property developers. The benchmark Hang Seng Index picked up 155 points, or 0.72 percent, to finis ...More

EJ Insight2014-03-26

Reform hopes help Sinopec stand out in the blue-chip crowd

Hong Kong's benchmark Hang Seng Index (HSI) ended a choppy trading session down Friday after rising more than 110 points in the morning. The index fell 42 points, or 0.19 percent, to finish at 22,660; ...More

EJ Insight2014-03-07

Hang Seng pauses as investors await key China data

Hong Kong stocks took a breather Thursday as investors stepped back ahead of congressional testimony by United States Federal Reserve chief Janet Yellen and Friday's release of China's inflation data. ...More

EJ Insight2014-02-13

The Big Picture: CREAM OF THE CROP

It came as a surprise but the cream of the Chinese dairy industry is about to be included in Hong Kong’s benchmark stock index. Hang Seng Indexes Co. Ltd. said Wednesday that China Mengniu Dairy Co., ...More

EJ Insight2014-02-13

HSI strengthens as property developers take off

Hong Kong stocks added to Tuesday's 380-point gain, buoyed by news that China's January exports beat expectations, coupled with a rally in property counters. The benchmark Hang Seng Index rose 322 poi ...More

EJ Insight2014-02-12

Danone lifting stake in China Mengniu Dairy, Bloomberg says

France's Danone SA has agreed to raise its stake in China Mengniu Dairy Co. (2319.HK) by investing an additional 486 million euro (US$663 million) in the mainland milk producer, Bloomberg News reporte ...More

EJ Insight2014-02-12

Mengniu JV buys Yashili Zhengzhou unit, filing says

Baby formula maker Yashili International Holdings Ltd. (01230.HK) on Monday announced it is selling the entire equity interest of its Zhengzhou subsidiary to a joint venture formed by China Mengniu In ...More

EJ Insight2014-01-06

YST Dairy in short-term squeeze but prospects sound

An opening-day dall was not the start that Chinese raw milk producer YuanShengTai Dairy Farm (01431.HK) was aiming for on its Hong Kong debut on Tuesday. It came under selling pressure moments after i ...More

EJ Insight2013-11-27

Bright Dairy to raise product prices in December, paper says

Shanghai-based Bright Dairy and Food Co. Ltd. (600597.CN) will raise some of its dairy products’ prices by up to 9 percent next month amid shortage of high-quality raw milk sources, the National Busin ...More

EJ Insight2013-11-25

An exotic China theory: The bigger the trouble the better

This year, we have seen the strong comeback of a couple of sectors that were once in deep trouble. If there is any takeaway, it is probably that instead of running away from sectors with big problems, ...More

EJ Insight2013-11-22

Meiji takes a Parthian shot at China's fresh milk market

Barely a month after announcing its withdrawal from China's baby formula market, Japan's Meiji Group has surprised the industry by making a big push into the chilled milk and yogurt segments. The Japa ...More

EJ Insight2013-11-19

HSI surges 2.7% as reform details cheer investors

Hong Kong stocks surged on Monday as additional documents showing the extent of the reforms agreed upon during the just-concluded Communist Party plenum buoyed investor sentiment. The benchmark Hang S ...More

EJ Insight2013-11-18

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