An Emerging Opportunity

Conditions are ideal for a new wave of food inflation in emerging markets… And there will be opportunities for the smart investor.

PORTFOLIO POINT: Inflation is generally the last thing on anyone’s mind as economies suffer from deleveraging and calls are made for monetary easing, but in the price of food and fuel it’s still a worry.

Visitors are often surprised that the year 2008 was remembered in Australia by a unique, three-letter acronym: the GFC.


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