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As dairy prices begin the road to recovery after a difficult year, Rabobank dairy analyst Kevin Bellamy asks whether investors should be looking at New Zealand.
New Zealand dairy went through a rough patch last year. But with pricing picking up at the same time as more deal opportunities come to market, investors would do well to take a second look.
Larger dairy operations are likely to survive price downturns and save on operating costs according to a new Rabobank report.
Tim Hunt, formerly global dairy strategist, replaces Luke Chandler, who has become deputy chief economist at John Deere.
The re-up by Caisse de dépôt et placement du Québec is part of the pension fund's strategy to draw stable, long-term returns from consumer staples.
The firm's fund, which only targets New Zealand dairy, has a European pension plan as its cornerstone investor.
Colliers International's property outlook for 2016 says appetite for protein in Asia demands more food supply-chain infrastructure.
The firm will follow a similar strategy to the one it applied to its timberland investments.
The US private equity firm plans to expand the product line of the newly-acquired packaged-foods producer.
Macri's pro-market rhetoric is drawing interest in the country's fertile agri sector, but cash could be slow to follow.
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