07 Sep 2021 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.
Insights gives readers access to general information and our investment beliefs only, and without taking into account any particular reader’s objectives, financial situation or needs. The purpose of providing the information is not to provide financial product advice and the information does not contain a recommendation or statement of opinion intended to be investment advice or to influence a decision to deal with any financial product not does it constitute an offer, solicitation or commitment by VGI Partners, VG1 or VG8.