The World's Food Supply Needs to Change
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The Future of Food in Emerging Markets
Rising middle classes in Asia, Africa and the young population are driving food demand. Prepackaged foods that people know their kids can eat have become a much bigger part of the industry. We haven't seen a big opportunity in the restaurant sectors because it's very fragmented margins. farmland investing is uncorrelated with stock markets and bond markets,. particularly if you're in the permanent end of the row crops rather than those that are not.
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