Just Released: "Ukraine Agribusiness Report Q2 2014"
We continue to favour Ukraine's grain sector and expect increases in production and more diversity in export demand. While the EU has recently authorised imports of Ukrainian poultry, which will support export growth over the medium term, we do not see a similar opening for dairy exports in the near term. We therefore expect weaker dairy consumption growth, with growth coming strictly from domestic demand. We have revised down our forecast for Ukraine's real GDP growth in the near term...
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