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Examining the Asian Cheese Markets

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Manage episode 220111728 series 2016898
Content provided by Rabobank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rabobank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand.

The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly changing and there are risks to short-term and long-term growth. This podcast explores the key implications for the Australian dairy industry.

  continue reading

609 episodes

Artwork
iconShare
 
Manage episode 220111728 series 2016898
Content provided by Rabobank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rabobank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand.

The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly changing and there are risks to short-term and long-term growth. This podcast explores the key implications for the Australian dairy industry.

  continue reading

609 episodes

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