China

China's food industry: From capturing past dividends to creating future value

Chinese food and agribusiness companies are well placed to benefit from new to be found in food security, the new global middle class, and in supply chains.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Global Dairy Quarterly Q3 2026 | A market in transition

Slowing milk growth, tighter producer margins and weather risks are creating a more constructive outlook for milk powders and dairy proteins into 2027.

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand

Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Global Daily: The Natural Equilibrium

G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...

Monthly Outlook: Groundhog Day Economics

The danger is not that we keep reliving the same day. It is that, eventually, the script changes.