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2012/05/11
Daniel Steck - Attractive investments in food sector driven by EM growth

The food sector offers attractive investment opportunities, especially those specialised parts that are being driven by emerging market growth, such as infant nutrition, REYL Group has said.

Analyst and portfolio manager Daniel Steck explained that the big difference between the traditional and specialised food segments are the geographical opportunities. While infant nutrition is maybe not that interesting today in developed markets where the birth rate is quite low, there is a significant tilt of this industry towards emerging markets, especially China.