26 episodes
RaboResearch Food & Agribusiness Asia Rabobank
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- Investing
With a presence in China, India, Indonesia, Hong Kong and Singapore, we supply our clients in the region, as well as our global network, with research and advisory on Asian F&A.
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Oil Heats Up, and Farmers Get Cooking
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank’s Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil supply & demand fundamentals and the price risks ahead. Can the Q3 2020 momentum be sustained? Will slowing demand and stronger supply prospects cool the rally? Michael and Oscar discuss these points and their price outlooks on the podcast.
This episode also appeared on our sister podcast RaboResearch Agri Commodities -
An Off-Premise Future for Foodservice
Cloud, dark, and ghost kitchens are a hot topic in foodservice boardrooms worldwide. Umesh Madhavan talks to Nicholas Mah, Asia-Pacific Regional Managing Director at Wingstop. How have his company’s experiences been so far? And what is his take on the future of foodservice and off-premise consumption in Southeast Asia?
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Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand recovery, world consumption growth to 2029/30, and opportunities for cotton producers and exporters around the globe.
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Will SE Asia Look for AU Wheat and Barley in 2020/21?
Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue?
This episode also appears on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand -
Shanghai Talking – A Local View of China’s Recovery From Coronavirus
Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.
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Slow Recovery: Coronavirus Will Extend the Feed-Demand Hangover
China G&O analyst Lief Chiang and ACMR analyst Michael Magdovitz discuss the spread of coronavirus and the threat it poses to already fragile Chinese and global feed demand. Lief and Michael then consider the implications of coronavirus on China’s 'phase-one' trade deal compliance, US summer plantings, and CBOT Corn and Soybean prices through 2020.
This episode also appears on our sister channel RaboResearch Agri Commodities
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