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Forget Chinese dairies, buy Hong Kong’s Vitasoy (0345)

September 12, 2008 · Filed Under International Investing · Comment 
“The Chinese dairy business is certainly growing very quickly. And this has got investors excited - Chinese dairy firms are trading at some pretty racy multiples. But I think they’ve got it wrong. If you want to gain access to China’s undeniably promising drinks market, I reckon you’d be better of with soy than the [...]

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