Salient to Investors: Dorab Mistry at Godrej Intl said: Palm oil at a 5-year low creates a buying opportunity for plantation and processing company stocks because producers are still making money. Invest in plantations when palm oil prices are low. In Q4, 2008, when in a similar situation with regard to supply,
READ MORE... →Salient to Investors: Jim Rogers said: Agriculture has to change and prices and profits have to go much higher or we are not going to have any food at any price. We don`t have any farmers because farming has been a nightmare for most people. In the UK, the highest rate
READ MORE... →Salient to Investors: Terry Kastens at Kansas State University said: Farmland values are about to stop rising rapidly, flatten out or even fall 10 percent or so, but will not crash. Rising global crop output and stable renewable-fuel standards are leading to a flattening in commodity prices. Rents in some
READ MORE... →Salient to Investors: Jim Rogers said the world has consumed more than it has produced for the last decade so inventories are near historic lows. Plus we are running out of farmers: the average age of farmers in America is 58, in Japan is 66 and no young people are
READ MORE... →Salient to Investors: Jim Rogers said: The most important economic event of the next 10 to 20 years is what happened in Beijing, though largely ignored, particularly by the Western media. Current efforts to reform, if followed through, could take a generation to really bear fruit but Chinese agriculture, railroads,
READ MORE... →Salient to Investors: Jim Rogers writes: The world is short of agriculture products, the agriculture population is reduced sharply, and the average age of global farmers is too high. China has great potential in agriculture, creating an opportunity for agriculture investors. Read the full article at http://blogjimrogers.blogspot.com/2013/09/china-has-great-potential-in-agriculture.html Click here to receive free
READ MORE... →Salient to Investors: Jeremy Grantham said: The biggest issue we face is deterioration of the environment, particularly climate damage. In the US, the biggest problem is coal and tar sands. If we burn half or more of the coal and tar sands in two areas in North America, there is
READ MORE... →Salient to Investors: Jim Rogers said: Agriculture will enjoy an extended boom,Very bullish about farmland and other agricultural products. Bearish on Wall Street brokers and Ivy League professors. The central corridor from north Texas up to the Dakotas has the highest growth rates in employment, income growth and savings in
READ MORE... →Salient to Investors: These are boom times for farming and a bust for farm jobs. The Bureau of Labor Statistics said farmers, ranchers and other agricultural managers will see the steepest decline of any employment category by 2020. David Anderson at Texas A&M said one-quarter of farms have sales under $100,000 annually
READ MORE... →Salient to Investors: Exports from the US are set to pick up in 2013 as global growth strengthens. Gary Hufbauer at Peterson Institute for Intl Economics said competitive US industries include agriculture, medical supplies and aviation, and exports are a very high-paying sector of the US economy – jobs are more steady in export-oriented
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