The guy on left, doesnt look so confident on his position(Sell), mentioned about Chinese government want more domestic IF products "last year".. looks very likely he hasnt watched any news since then......
China’s parents haunted by melamine baby milk scandal still favour foreign brands
https://www.scmp.com/business/companies/article/3051808/foreign-brands-still-dominate-parents-do-not-trust-chinas-home
Fonterra increases farmgate milk price as Chinese demand ramps up
https://www.dairyreporter.com/Article/2020/10/15/Chinese-demand-boosts-Fonterra-milk-price
https://www.thecattlesite.com/news/56006/fonterra-increases-farmgate-milk-price-as-chinese-demand-ramps-up/
Flooding rains, infant milk demand from China buoy South Gippsland dairy industry
https://www.abc.net.au/news/2019-09-26/flooding-rains-infant-milk-demand-buoy-regional-dairy-industry/11549534
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