MDLZ can grow in China via bolt-on acquisitions that are similar in scope to the HNZ deal for Foodstar (#msg-51552987). By applying its big-company skills in marketing, procurement, and information technology, HNZ has increased Foodstar’s sales and profits substantially in only two years. I see no reason why MDLZ cannot use the same approach.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”