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Real Optimism with Julia Jones - On the Ground in China with Stu Davison

Real Optimism with Julia Jones - On the Ground in China with Stu Davison

REX · rova | REX

November 6, 20251h 18m

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Show Notes

Fresh from a trip to China, dairy analyst and farmer Stu Davison joins Julia to share what he saw — from bakery expos and whipping cream trends to how fast-moving consumer habits are reshaping global dairy demand. They discuss what Fonterra’s strategy gets right, why “China speed” matters and how New Zealand needs to listen before leading.

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