Have to say I totally agree with the minister. The Chinese shouldn't give up their market to others, however it is very clear that China continues to grow in population and they will never be able to feed everyone without importing products from OS. In the short term I don't feel that this will effect A2 and Bal. A2 is ahead in terms of the protein issue and chinese lactose intolerance and Bal is organic and therefore different to Bal and even BKL again.
CITI says sell, page-6
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