Dec 17, 2019
African swine fever has spread rapidly across Southeast Asia this year, and supply disruptions are impacting pork prices and consumption. As a consequence, the region is struggling to cope with pork shortages. Both Vietnam and the Philippines have seen this impact and will likely see more herd losses next year. We think...
Dec 15, 2019
The serious supply shortage across China remains unchanged, as ASF hits some regions of the country again. China's pork production in 2020 is expected to go down further, impacting the rest of the world in terms of trade volume and prices
Dec 11, 2019
Presently, certified sustainable palm oil remains in oversupply. Less than half of RSPO certified palm oils produced in 2018 were sold as certified palm oil, while remaining volumes were sold as conventional palm oil. Oscar Tjakra joins Lief Chiang to chat about potential markets for increasing certified sustainable...
Nov 13, 2019
The importance of food delivery in China’s QSR industry is growing, and the impact of this is felt by consumers, merchants and other parties involved. In this episode, Ekrem Ozer, CEO of Burger King China, shares his view on the food delivery industry with RaboResearch Asia Consumer Food Analyst, Michelle Huang.
Oct 9, 2019
The monsoon in India traditionally covers nearly two-thirds of India by mid-June. This year, however, it was delayed by 15 days. This led to a delay in the sowing of kharif crop in many areas and to crops facing moisture stress due to the lack of rainfall. Shiva Mudgil joins Oscar Tjakra to talk about the progress of...