Fergus Naughton

Senior Analyst, China Research
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* China Watch: No surprises ahead of the Party Congress, Larry Brainard, Michelle Lam, Trey McArver, 21 Sep 2017
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* China cuts domestic gas prices – demand (and security concerns?) to rise further, Stephen O'Sullivan, 7 Sep 2017
* China Gas Reform: Softly, Softly, Stephen O'Sullivan, 5 Sep 2017

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China’s grain seeds sector gets a boost but openings for foreign companies will be limited

Overview

China will continue to be an active buyer in global soft commodity markets, but policies recently introduced by the new leadership suggest a greater emphasis on maintaining grain self-sufficiency in the face of rising domestic demand. This demand results from wage rises that are being used to boost consumption as the government tries to rebalance the economy. The emphasis on self-sufficiency will bring consolidation of the grain seed sector and support for producers of high-grade...

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