Sarasin's Henry Boucher on why the agriculture sector is so compelling
After many years of being ignored, the agricultural sector finally recaptured investor attention in 2007 when weak harvests drove grain prices sharply higher, causing food shortages and riots in around 50 countries worldwide. Prices have since stabilised, but the drivers behind the spike remain in place and make the food and agricultural arena a compelling opportunity. This is reflected in the growing wave of warnings from government and non-government agencies, leading scientists and economists of the risk of food crises sparked by resource constraints. Population Faltering house p...
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