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PP INVESTMENT EDUCATION's avatar

It was a pleasure reading this! Could you please share some of the local Polish blogs you mentioned?

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Michael Fritzell's avatar

Lam Soon looks juicy... the headwinds will surely be temporary

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Emerging Value's avatar

Yes and food inflation seems to be going down recently. They are slowly expanding in different China regions so it is still small.

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KahunaNui's avatar

Really nice writeup. I think I like Indofoods and Newlat the most and have put them in my ideas list. Thank you so much for your generosity and warm regards from Madrid. :)

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