Cartier Jewellery, Probiotics Among VGI’s Asia Picks

Marco Anselmi, Partner and Senior Analyst at VGI Partners, talks to Eureka Report about VGI’s global and Asian strategies. Within Asia, he describes China’s changing regulations, opportunities and risks, key stocks such as Richemont (owner of Cartier jewellery) and Alibaba, plus catalysts for change at probiotics company Yakult. The conversation concludes on VGI’s approach to shorting.

Cartier Jewellery, Probiotics Among VGI’s Asia Picks – 7 Sep 2021

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