Table of Contents
Finding multi-baggers..............................................................3
Will the space be dominated by China and India? .......................................................5
Sectoral analysis ......................................................................6
1. Alcoholic beverages.................................................................................................6
The liquor makers’ relative market caps......................................................................7
2. Department stores ....................................................................................................8
3. Discounters/supermarkets ......................................................................................10
4. Footwear/Sportswear .............................................................................................11
5. Food and beverage.............................................................12
Dairy ..........................................................................................................................12
Noodle manufacturers................................................................................................14
Pork/meat/seafood .....................................................................................................14
Confectionary.............................................................................................................15
Part 2 .......................................................................................16
Country snapshots on a short-term basis....................................................................16
Korea .......................................................................................16
Top picks ...................................................................................................................16
Top stocks to avoid ....................................................................................................16
Key changes in view ..................................................................................................16
Trends envisaged from recent results announcements and company visits ...............16
India .........................................................................................17
Top picks ...................................................................................................................17
Top stocks to avoid ....................................................................................................17
Key changes in view ..................................................................................................18
Trends envisaged from recent results announcements/company visits......................18
Malaysia ..................................................................................19
Top picks ...................................................................................................................19
Key changes in view ..................................................................................................19
Trends envisaged from recent results announcements and company visits ...............19
Hong Kong ..............................................................................21
Top picks ...................................................................................................................21
Top stocks to avoid ....................................................................................................21
Key changes in view ..................................................................................................21
Trends envisaged from recent results announcements and company visits ...............21
China retail..............................................................................22
Top picks ...................................................................................................................22
Top stocks to avoid ....................................................................................................22
Key changes in view ..................................................................................................22