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China’s Trade War Has Investors Flocking to Consumer Stocks

June 20, 2019

BY Alexander Kalis
MANAGING PARTNER

LATEST NEWS

China’s Trade War Has Investors Flocking to Consumer Stocks

Investors are piling into China’s consumer sector amid speculation company earnings will be sheltered from the economic fallout of the trade war with the U.S.

Milltrust’s Global Emerging Markets Fund is heavily exposed to China’s domestic consumer sector which has helped explain the success of the strategy.

STOCK OF THE WEEK

Yihai International Holding Ltd., together with its subsidiaries, researches, develops, manufactures, distributes, and sells hot pot soup flavoring, hot pot dipping sauce, and Chinese style compound condiment products under Haidilao brand.

Why Yihai International Holding Ltd. (HKG:1579) Is A Financially Healthy Company

Small and large cap stocks are widely popular for a variety of reasons, however, mid-cap companies such as Yihai International Holding Ltd. (HKG:1579), with a market cap of HK$35b, often get neglected by retail investors. However, history shows that overlooked mid-cap companies have performed better on a risk-adjusted manner than the smaller and larger segment of the market.

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