AHF continue to talk powders and talk China..............I like this extract and wonder where we fit into this. Being blindsided by Chinese Authorities is way to disruptive even if Michaels harps on about our flexibility and ability to adapt to change
And Rabobank's senior Shanghai-based dairy and beverage analyst Sandy Chen said the complex, regulatory changes in the Chinese market were a challenge.
From time to time, these can be very disruptive to the market, but I think we will see a lot of opportunities, Mr Chen said.
I think the key message is around reasonable diversification, not to over invest in China, but also not to under invest in other Asian markets, particularly south-east Asia, which presents a good growth outlook.
It is also extremely important to stay on top of the regulatory changes, and also being able to adapt to them quickly.
We have felt the brunt this not that long ago and I would like to understand what is or has been done to mitigate against this............this is of course assuming we still hold an export licence and one day, sometime in the future, will bring it back into play
