No Demand Here: Why Food & Drink Companies Should Focus On EM
Over the past several weeks we have heard about the gloomy outlook for consumer demand in developed markets. Household deleveraging in the US and the growing debt crisis in peripheral eurozone states suggest that a return to robust demand levels will be hard to come by. In this context, we examine the outlook for the Food & Drink sector in emerging markets, and ask Shonil Chande (BMI Food & Drink Analyst) to share his views on which markets stand to be of particular interest to global F&D majors going forward.
