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Margin Call
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A2 Milk facing challenging demographics in China

ANALYSIS: A recent trip to China reveals on-the-ground consumer insight.

On the services side of the economy, tourism is New Zealand’s biggest export to China.

Øyvinn Rimer Tue, 25 Jun 2024

We visited China in May, principally looking for signs that last year’s weak consumer sentiment had improved. Meeting with consumers made it clear though: Mr and Mrs China remain cautious about their economic outlook.

While many things have normalised in China post-pandemic, the typical consumer

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Øyvinn Rimer Tue, 25 Jun 2024
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A2 Milk facing challenging demographics in China
Margin Call,
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