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Take The Long View And Side-Step Investing In China
China has been in the news lately as they are slowly poisoning us with the food they send to the USA. For instance organically grown rice used in protein powders has been tested and high levels of lead and arsenic have been found. I personally am looking closely at food I buy and will not by anything from China. If you take a close look you will be surprised how much is imported and not just from China. Hopefully the fund managers will also note this as it could translate into consumer boycotts. We should wise up to China and their bad practices.
Book Excerpt All you need to know about business in China Six big trends are shaping the country’s future, as investor Jeffrey Towson and McKinsey’s Jonathan Woetzel explain in this excerpt from The One Hour China Book. April 2014 | by Jeffrey Towson and Jonathan Woetzel
Years of environmental neglect is catching up with them. Heavy metals (cadmium, nickel and arsenic) have NO viable way for soil remediation. If current policy continues, China will have to import majority of their food, not a good situation given the size of the population.
"Book Excerpt All you need to know about business in China Six big trends are shaping the country’s future, as investor Jeffrey Towson and McKinsey’s Jonathan Woetzel explain in this excerpt from The One Hour China Book. April 2014 | by Jeffrey Towson and Jonathan Woetzel"
Years of environmental neglect is catching up with them. Heavy metals (cadmium, nickel and arsenic) have NO viable way for soil remediation. If current policy continues, China will have to import majority of their food, not a good situation given the size of the population.
I agree with both of you - I think you cannot really go wrong with food, given global demand and what is going on with the severity of China's pollution both in terms of soil and water.
Comments
Summary of this week's market update with Mainland Chinese broker insights translated to English:
China to Increase Stimulus Measures
Foreign Corporations to Have Greater Yuan Flexibility
Walt Disney Makes Further Investment Commitment to China
Alibaba Continues to Invest Ahead of IPO
Chinese Tourists to Increase Global Travel Dramatically
http://kraneshares.com/resources/kraneshares_capitalvue_may06.pdf?utm_source=KraneShares+Weekly+-+General&utm_campaign=db8bd8612a-KraneShares_Weekly_Email10_17_2013&utm_medium=email&utm_term=0_6d32ba24ce-db8bd8612a-27509461
Book Excerpt
All you need to know about business in China
Six big trends are shaping the country’s future, as investor Jeffrey Towson and McKinsey’s Jonathan Woetzel explain in this excerpt from The One Hour China Book.
April 2014 | by Jeffrey Towson and Jonathan Woetzel
http://www.mckinsey.com/insights/winning_in_emerging_markets/all_you_need_to_know_about_business_in_china?utm_source=KraneShares+Weekly+-+General&utm_campaign=db8bd8612a-KraneShares_Weekly_Email10_17_2013&utm_medium=email&utm_term=0_6d32ba24ce-db8bd8612a-27509461
npr.org/blogs/thetwo-way/2014/04/18/304528064/china-admits-that-a-fifth-of-its-farmland-is-contaminated
Years of environmental neglect is catching up with them. Heavy metals (cadmium, nickel and arsenic) have NO viable way for soil remediation. If current policy continues, China will have to import majority of their food, not a good situation given the size of the population.
All you need to know about business in China
Six big trends are shaping the country’s future, as investor Jeffrey Towson and McKinsey’s Jonathan Woetzel explain in this excerpt from The One Hour China Book.
April 2014 | by Jeffrey Towson and Jonathan Woetzel"
Nice....thanks for posting
I've built a smallish position in Thai food/ag co Charoen Pokphand (http://en.wikipedia.org/wiki/Charoen_Pokphand_Foods) and have considered Marine Harvest as well as a few other odds/ends.