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Will Main's avatar

Hi Michael - i was trying to access your original deep dive presentation / thesis - the link no longer works (at least for me) - would you mind double checking it and fixing it if it is indeed broken? thanks very much (i am a subscriber!)

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Chris Angkasa's avatar

Thanks for the write up. Just to chip in a bit of situation in Indonesia. I believe that there are a lot of fundamental shift in the distribution system in Indonesia. This has weakened a lot of FMCG's distribution. While existing brand works well when put side-by-side with weaker brand, there are places where there is not much option for brand. And a lot of the distribution network's owner will want to carry local brand that gives them higher margin. That is why, the return that they get will be lower in future.

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