China F&A Monthly: December 2018

The US and China have reached a temporary truce in their trade war, having agreed at the G20 summit not to increase tariffs for 90 days. Both sides will try to work out a deal, but essentially China has more to do, including narrowing the trade deficits and opening up markets. China has indicated that it will buy more agricultural products. This is good news for market sentiment, for now. Domestically, product prices remain high and supply is still under pressure, due to environmental regulations and African swine fever (ASF). Health remains the main theme for consumers, with health supplements and foreign imports big winners in yet another record-breaking Singles Day sales.

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  • Ping Chew

    Head of RaboResearch Food & Agribusiness - Asia
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  • Sandy Chen

    Senior Analyst - Dairy
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  • Chenjun Pan

    Senior Analyst - Animal Protein
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  • Lief Chiang

    Analyst - Grains & Oilseeds
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  • Jingyan Sun

    Analyst - Farm Inputs
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  • Stacie Wan

    Analyst – Supply Chains and Beverages
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  • Michelle Huang

    Analyst – Consumer Foods
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