Here's a post from Fiat Economics on one of my favorite companies in China, a play on the growing consumer: Mengniu (蒙牛, 2319.HK)
There's also a good post providing an overview of the dairy market in China.
BHP drunk on Anglo takeover
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BHP going big: BHP is doubling down on its big bet on copper demand growing
exponentially in the global shift away from fossil fuels, with a bold
takeove...
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