Agriculture
Why Investors Are Planting Their Assets in Agriculture in Latin America
The long-term fundamentals looks rather promising for agribusiness, along with related agriculture ETFs that tracks the sector. The human population is still expanding and demand for high-protein sustenance is increasing from a growing middle class in the emerging markets. Food security remains a major issue, writes Richard Barely for The Wall Street Journal. Prices for [...]
Agriculture is one of the great places to be – Jim Rogers on Bloomberg UTV in India
Jim speaking at an event – “Investment strategies in an emerging financial lanscape”. Funny to see the Indian interviewer’s (probably an MBA!) WTF reaction to Jim’s comments on agriculture. In trying to sell the attractiveness of the farming business in South America to potential investors, I’ve found the going rough in India. People cannot imagine [...]
Buy Farmland and Soft Commodities like sugar, cotton:How to Invest Like Jim Rogers
Jim Rogers again talking about how depressed agriculture commodities are relatively to others which have boomed recently and that is where investors should look. (Sugar is still off 70% of its all-time high reached in 1974, Wheat – he doesn’t mention it, is at 200 yr lows, in inflation-adjusted terms.) TheStreet.com Jim Rogers, legendary contrarian investor, [...]
India’s water shortage for agriculture
I visited Punjab and talked to some farmers there in Feb ’2010, and they told me within 10 years groundwater in most places will be below a 100 feet, and pumps will stop working. Within 20 years, they are looking at a desert like situation in India’s bread basket. via Fortune As the water table [...]
India’s Interest in Latin America/South America must go beyond World Cup: Not just football superpowers, agriculture superpowers as well
Note: an abbreviated version of this article titled “India’s Interest in Latin America must go beyond World Cup” was syndicated by Indo-Asian News Wire Service. A few portals that ran the article include: SIFY, TradeIndia, IndiaNewsPost, ThaIndian, SouthAsiaMail, ProKerala, Gulf Times, Qatar and the Ministry of Overseas Indian Affairs. Over the next few weeks, millions [...]
Cash Crops: Buying Farmland for Income in South America
Investors nervous about the stock market and in search of better returns than a money-market fund might consider plowing cash into farmland, say some financial planners. via online.wsj.com The Article talks about the prospects for US farmland, but South American farmland is worth a look by US HNW investors. An acquisition of farmland parcels of, [...]
Three factors that can derail India’s growth
Rediff.com Business Water Freshwater withdrawal today by steel, cement, aluminium, fertiliser, paper and power sectors is equivalent to the total domestic water demand (around 42 billion cubic metres per annum).Freshwater consumption (water that is lost through evaporation, products and wastes in industries) equals the total drinking and cooking water needs of India (5.6 billion cubic [...]
Brazil’s agricultural output expected to rise
Brazil is an agricultural powerhouse and a world leader in exports of soybeans, sugar, orange juice, and coffee. It is also one of the top producers and exporters of cotton, poultry, and beef. This trend of Brazilian dominance in agriculture seems poised to continue with an expected 8.5% increase in production for grains, legumes, and [...]
Everyone Wants Security, As Farmland Prices Go Parabolic
Latin America price arbitrage exists in hi-quality farmland – prices ranging from $2000 to $3000 per acre in Uruguay and Paraguay, for ready to farm properties. The problem of feeding Asia exists no matter if the USD and EUR ultimately become worthless over the next 2 decades with massive money printing. Farmland prices will likely [...]
Indian Companies See Growth Opportunities In Latin America
Latin America gets almost zero coverage in the Indian media, who is affliced with extreme ‘SouthAsianitis’ in their news coverage. Many Indian executives have never seen a visual of the region. The occasional coverage is the annual carnaval in Rio, the World Cup every 4 years featuring plenty of LatAm teams, and the anti-yankee rants [...]




