by Chris Mayer, Daily Reckoning.com:
Long-time readers know I like investing in food production. It’s a good place to be in general, for some simple reasons.
One of my favorites is to look at how diets have shifted over time. China, India, and the rest of the emerging markets have gotten a lot bigger in the last decade. They’ve gotten richer. As part of that, they are eating a more calorie-rich diet.
So, as these countries eat more calories, they will propel investment in agriculture and food production. There’s opportunity here.
Along those lines, as food prices continue to climb, the price of phosphate rock ought to follow. That’s because it is crucial to the world’s food supply, for which it serves as a fertilizer, and there is no replacement.
Read More @ DailyReckoning.com
Long-time readers know I like investing in food production. It’s a good place to be in general, for some simple reasons.One of my favorites is to look at how diets have shifted over time. China, India, and the rest of the emerging markets have gotten a lot bigger in the last decade. They’ve gotten richer. As part of that, they are eating a more calorie-rich diet.
So, as these countries eat more calories, they will propel investment in agriculture and food production. There’s opportunity here.
Along those lines, as food prices continue to climb, the price of phosphate rock ought to follow. That’s because it is crucial to the world’s food supply, for which it serves as a fertilizer, and there is no replacement.
Read More @ DailyReckoning.com
Please bookmark us
No comments:
Post a Comment