Keith Woodford has just released two very interesting articles that greatly illuminate the global dairy market, especially China's. Neither of them specifically mentions A2 but there's a lot of information that helps understand A2MC's global strategy. The two articles connect together rather well. The first is about how well placed Australia is to exploit the Chinese market.
http://keithwoodford.wordpress.com/2...ket/#more-1156
The second article contains information not generally appreciated by those outside the industry about the self-imposed restrictions under which Fonterra operates in the global market. Of course A2 is not bound by these Fonterra-created restrictions but they're worth knowing about and understanding, as are the general advantages that the dairy industries of Australia and the US enjoy in comparison to NZ.
http://keithwoodford.wordpress.com/2...y-seasonality/