World Perspectives

China Realism; Irrepressible on S&DT; Interventions/December Outlook

China Realism The markets are justifiably tuning out all the headlines over U.S. – China trade negotiations. Craig Allen, President of the U.S. China Business Council warns that agriculture will continue to get hurt in the escalating competition with China. He says Xi Jinping does not trust Donald Trump and any phase one agreement will be both marginal and temporary. The Chinese are not going to buy what they don’t need, nor pay prices that are higher than what is charged elsewhere. In short, it has to be WTO legal. Chinese tariffs on agricultural products is the most powerful thing China has and they will always be a threat. There will be some notional aspirational ag purchases, but actual sales will not impress. The Phase II...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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