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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.

Oct 31, 2018

 

RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand.

The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly changing and there are risks to short-term and long-term growth. This podcast explores the key implications for the Australian dairy industry.