Food
Coca Cola-HBC sees risk in Russia
Coca Cola – Hellenic Bottling Company (HBC) acknowledge some issues/risk doing business in emerging markets in a statement to investors. Specifically Coca Cola indicated the risk in doing business in Russia is now at the same level of risk as in Nigeria.
Demand for a white, powdery substance on the rise
According to the Financial Times, “a mysterious white substance is being smuggled over the border from Vietnam to China in growing quantities.” Of course this substance is a staple of modern Western society and something increasingly in demand in China and other emerging markets.
Emerging market food crisis opportunity
A recent report by U.K.-based think tank Chatham House suggests the world is mere steps away from a food crisis. Spurred on in part by emerging market growth, a potentially horrible situation for the world could be a profitable opportunity for investors.
Is the grain rally reversing despite recent stimulus?
Despite further central bank easing and other stimulus measures that have caused a rally in gold and other commodities, the exchange traded funds for corn (CORN, quote) and soybeans (SOYB, quote), have both fallen in recent action. Could the grain rally be reversing?
