21-08-2014 03:42 AM | France

How to milk gains out of the dairy industry

The dairy industry in the European Union is on the cusp of a massive shake-up. Come April 2015, a quota system that has limited milk production in member states for nearly 30 years is to be scrapped.

As if that weren’t enough, Russia's mercurial leader Vladimir Putin has kicked up a storm with a trade embargo on EU dairy products.

To top it all off, stockpiling in China, coupled with bumper milk production, has sent global dairy prices tumbling since February. In this week’s sector focus, we're looking at the implications for UK dairy, as well as how investors might gain exposure to this big - and growing - global food business.
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