This may indeed be the case but China isn't in short supply of dairy imports.
Still Aus and NZ are relatively small suppliers to a market that isn't particularly used to the intake of dairy products the way we are in the West - particularly if you take out Bal and A2m - and even they're doing it hard right now.
Also - don't ignore that China continually moving the goalposts is making it difficult for manufacturers to effectively plan or predict long-term trends of markets.
I'm hoping that KTD products are different enough that it's able to set them apart from the rest of the pack that it can carve a niche for itself for long-term steady growth.
The issue is, of course, if it does that effectively other manufacturers will do the same.
Anyway - of all the investing options available I'm of the opinion that quality dairy going to Asia has a bright future.
While there is a billion articles I found this one interesting.
