GUIDE TO AGRICULTURE
“With agricultural commodities investors only have to look at the global population, it is not getting any smaller, it is growing, that is a long-term trend.”
Ben Yearsley, head of investment research, Charles Stanley Direct
“The ethanol industry in the US has been profitable, although it is a very volatile industry.”
James Govan, manager of Baring Global Agriculture
“A lot of focus is on what governments are doing, but it’s also a question of economics, whether or not the biofuel supply is abundant enough to make it competitive.”
Desmond Cheung, manager of BlackRock World Agriculture
[FOR LEFT HAND SIDE]
SOFT COMMODITIES
What have been the trends in the agriculture sector in 2013?
DRIVERS
Population growth and changes in diet are boosting demand for the sector
BIOFUEL
Is this the future for fuel?
