China lifts one child cap

Prezatch

http://www.bloomberg.com/news/articles/2015-10-29/china-abandons-three-decade-old-one-child-policy-to-lift-growth

You've probably heard about this by now but there's an interesting point made in the article about Danone, the worlds largest producer of baby food. Nestle are also big players. Given that China is bound to be one of their largest markets and the potential is there for the birth rate to double....

Alibaba mightn't be a bad investment either for distribution - they're trading at a bit of a discount from their IPO price a few months back.

I've never been to China though. Anyone have insights on whether the locals just stick with rice, rice and more rice?

Danone holds around six percent of China's milk powder market, according to Euromonitor, down from 10.2 percent in 2009. It lags rivals Nestle SA, Mead Johnson and local firms Beingmate Baby & Child Food Co Ltd and Biostime International Holdings Ltd.

http://www.dailymail.co.uk/wires/reuters/article-2815263/Danone-forays-deeper-China-infant-formula-market-Yashili-stake.html

newacc2015

Even if China only has a small middle class relative to population. With such a massive population you can assume there will be a sizeable market for goods. Although their economy is starting to tank. The Chinese is Government is borrowing billions into their stock market to prop up share prices. They have slashed interest rates and our hoping for a credit fuelled growth

If you look at capital outflow from China. Its really alarming. There is literally billions leaving China monthly. Wealthy Chinese are maxing out currency conversions into Dollars. All signs are lending to a recession or a sharp decrease in growth

Atlantic Dawn

We will need a big breeding program in Ireland soon if we are to maintain current state pension amounts, there's simply not going to be enough people at work to support them with the current balance of the population.