China F&A Monthly: February 2020
The outbreak of coronavirus in China is disrupting the entire supply chain of all industries, including the food & agribusiness sector. With most affected regions under lockdown, the rest of the country is also imposing various degrees of restrictions on mobility in an effort to contain the virus.
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As such, there is a general shortage of labor, interruption of logistics, as well as a reduction of demand and supply. Consequently, this is negatively impacting the production, distribution, and inventory levels across the F&A spectrum. While Rabobank’s current assumption is for the virus to be controlled in Q1 2020, the disease will still cause damage to F&A sectors when the economy is already beset with a deceleration of growth, ASF, and trade issues. A prolonged epidemic situation could only further dampen consumer and investor confidence, leaving a more extensive and more structural impact on the F&A chain.
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Where to go from here
Ping ChewHead of RaboResearch Food & Agribusiness - Asia Read more
Sandy ChenSenior Analyst - Dairy
Chenjun PanSenior Analyst - Animal Protein Read more
Lief ChiangAnalyst - Grains & Oilseeds
Jingyan SunAnalyst - Farm Inputs
Stacie WanAnalyst – Supply Chains and Beverages
Michelle HuangAnalyst – Consumer Foods Read more