Analysis of Kkr Seeks to Milk Rise in Chinese Dairy Demand

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• Analysis of China’s Economic situation With the increasing income and improving living standard, the citizens in China are requiring more and more protein in their daily life, and thus leading the demand for dairy to increase. After the melamine milk scandal of 2008, food safety became a top priority, and the demand for safe milk became to grow, especially for safe infant formula. Since the elasticity of infant formula is very small, and the lack of safe infant formula supply, the gap between supply and increasing demand will extend as the population of baby in China continue to grow. • Economic theory present The main economic theories required to under the chosen article are: Demand curve and supply curve, the change of demand and the change of supply, elasticity of demand, and equilibrium of demand and supply. With these theories, we can know what will happen when demand and supply change, and thus get a better understanding of the topic discuss in the article. • Analysis of the article As the article described, KKR is leading a US $140 million joint venture with CDH Investments and China Modern Dairy Holdings Ltd. to build two dairy farms in China. Why KKR would invest such great amount of money into China’s dairy market? If we what to know why, we need to look into the demand of the dairy in China. The appendix chart 1 shows the demand and supply curve of dairy in China. Let’s assume D0 is the current demand curve of dairy and S is the current supply curve of dairy. As described in the economic analysis above, the dairy demand in China is increasing. So D0 will shift right to D1, making the price of dairy goes up from P0 to P1 and quantity will increase from Q0 to Q1. Increasing in price and quantity means the sale revenue (P*Q) will increase (Q1*P1 – Q0*P0>0). As the demand keeps increasing, the revenue from dairy market will grow even bigger. That
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