Sino Agro Food Inc (fka SIAF)

[Rnilsson]

Came across an old reference I used in a thesis on sustainable mutual fund investments.

Very interesting indeed.

RE:THINKING CONSUMPTION, Consumers and the Future of Sustainability by BBMG, GlobeScan & SustainAbility (2012) http://www.globescan.com/component/edocman/?task=document.viewdoc&id=51&Itemid=0 reg. consumer preferences is really interesting, following is mentioned on China:

New Demands and Opportunities in Emerging Markets.
Consumers in developing markets (Brazil, China, India) are more than twice as likely as their counterparts in developed markets (Germany, United Kingdom, United States) to report that they purchase products because of environmental and social benefits (51% to 22%), are willing to pay more for sustainable products (60% to 26%) and encourage others to buy from companies that are socially and environmentally responsible (70% to 34%).

Aspirationals Offer Key to Sustainable Consumption.
Importantly, the largest consumer segment, the Aspirationals, is seeking both sustainability and consumption. They are looking for brands to provide solutions that both improve their lives and serve the larger society. And, because they are trendsetters in emerging markets like China and India, we believe business has the opportunity to shape a new consumerism by meeting their aspirations and desires with more sustainable products and lifestyle choices. China has the most Aspirational consumers, with more than half (53%) falling in this category.

As the largest consumer segment in Brazil, China and India, Aspirationals represent hundreds of millions of consumers – growing to perhaps billions by 2050. And we believe that any forward-thinking brand should prioritize reaching them to redefine value, earn their trust and inspire them to lead their peers.

This is absolutely spot on for SIAF. The fact that they have started talking about e-commerce and selling food online is to me huge over the long-run. I am absolutely sure this is very the future lies.

What do you think?