Food & Drink Insight brings you analysis of regional trends, regulatory changes, projects and investments plus competitive intelligence on the growth strategies of leading companies in the sector

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Key stories from this month's issue...

Industry Trend Analysis - Scotch Exports Slowing As Bourbon View Plays Out - NOV 2014

Americas October 2014 / Global / Industry

Export sales of American bourbon whiskey have outperformed Scotch so far in 2014, in line with our view. We expect this to continue over the rest of the year and into 2014, as Scotch battles weakness in China particularly following the government clampdown on luxury spirits.


Company News Alert - Indian Spirits Market Increasingly Attractive As Demand In China Slows - NOV 2014

Asia October 2014 / India / Industry

At USD82bn the forecast value of alcoholic drink value sales in China during 2014 will be nearly six times greater than in India. Compared with China, Indonesia and the Philippines, Indian households spend the least on alcohol in absolute terms. Reasons for low spending on alcohol in India include lower incomes, the large number of Indians who do not consume alcohol, and the relatively limited availability of alcohol for purchase in a number of Indian states where permits are required.


Industry Trend Analysis - Russia's Import Ban: Where Are The Opportunities? - NOV 2014

Emerging Europe October 2014 / Russia / Industry

On August 7, Russia introduced a one-year ban on imports of certain agricultural products from the US, EU, Canada, Australia and Norway. In this analysis, we highlight the countries, sectors and sub-sectors which stand to benefit the most from Russia's ban.


Company News Alert - M&A Interest Re-enforcing Recovery View - NOV 2014

Middle East & Africa October 2014 / Egypt / Industry

This is a good time for food and drink companies to actively pursue expansion in Egypt, be it organically or via acquisitions. The pace of real GDP growth will pick up markedly over the coming years, helped by greater political stability and low base effects. Egypt is re-establishing its position as the standout growth market for consumer companies in the Middle East and North Africa (MENA) region.


Industry Trends And Developments - Monthly Company Performance - NOV 2014

Western Europe October 2014 / Global / Industry

We have opened a bullish view on Thai livestock producers, played through Charoen Pokphand Foods (CPF) on the back of our strong outlook for the sector and the breaking of key technical levels. We have closed our view on the outperformance of US poultry companies over diversified US meat producers, due to our belief of the impact of Russian trade bans and valuations of US poultry companies. We reiterate that machinery companies will underperform seed companies over the coming year.