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  1. 2,144 Posts.
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    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.

    https://www.dairyglobal.net/Market-trends/Articles/2018/1/China-Dairy-supply-and-demand-233009E/
 
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