7 july 2010 / EUR 44.05

We have chosen Rémy Cointreau to add a more cyclical character to our selection in the Food & Beverages sector. The group is expected to benefit fully from the highly dynamic Asian market (China), together with signs of a recovery in the USA, an end to stock reductions and the appreciating  dollar. The group offers the most attractive growth profile in the spirits sector at a reasonable price.