Growing consumer spending on food and non-alcoholic drinks in Australia's saturated food market signals a continuation of the premiumisation trend, as Australian consumers spend more on high quality and premium food offerings. This has led to the premiumisation in meat products, while consumers are also getting healthier and are shifting their spending towards fruit and vegetables.
Malaysian palm oil production is on a recovery path following the period of severe El Ni?o related climate disruptions of recent years. We expect yields to return to trend and for output to continue growing, albeit modestly, over our forecast period through to 2021. Over the longer term, we foresee a gradual deceleration in growth that will undermine Malaysia's share in export markets, driven...
Brazilian companies will enjoy an improvement in share price performance as concerns over the 'weak flesh' scandal temporarily abate, but the scandal exposes long-running corporate governance concerns that will make future appreciation a challenge. North American companies will continue to integrate downstream to mitigate.
Global potash production will edge higher in the coming years, as low-cost producers look to gain market share following the bottoming out of prices in 2016. Rising production capacity will keep the market in oversupply in the coming years.
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Thanks, BMI Research