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China F&A Monthly: March 2019

8 March 2019

At the annual National People’s Congress, the Chinese government has set a lower GDP growth target of 6% to 6.5% for 2019, versus 6.6% in 2018. It is working to prevent a drastic economic slowdown and major financial risks. The outcome of the ongoing China-US trade talks remains uncertain, despite cautious optimism in the market that a trade deal can be reached towards the end of the month.

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Beef Quarterly Q1 2019: China’s Trade Sending Waves Through South-East Asia

  • Animal Protein
  • Beef
1 March 2019
image of beef cuts

Stricter border policing in China as a consequence of African swine fever is restricting the unofficial meat trade, with flow-on effects in other countries, according to the latest RaboResearch Beef Quarterly report.

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Podcast: Trade War Special – China’s 55 Billion Dollar F&A Wish List

  • Agri Commodity Markets
  • Grains & Oilseeds
1 March 2019

In the latest episode of the ACMR podcast, China G&O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to discuss China’s potential F&A shopping list under a trade deal. Amid reports that China has offered to more than double its pre-trade-war purchases to 55bn USD, Lief runs through the products besides soybeans that would strategically benefit China, including corn ethanol to achieve the E10 mandate, pork, beef, seafood, and spring wheat. He also discusses the time span for reaching those purchase levels. The podcast concludes with Michael's view on whether the US could supply an additional 30bn USD in F&A goods and the potential impact of such an increase for US farmers.

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More research

  • Ping Chew

    Head of RaboResearch Food & Agribusiness - Asia
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