Taste the Profit in China’s Food Revolution
China likes to eat. Just ask the nervous employees of Smithfield Foods (SFD), the acquisition target of one of the largest food producers in China.
This potential acquisition is the tip of a new investing iceberg – the growing demand for protein in China. As incomes increase for consumers in emerging economies, they eat more and more protein – chicken and pork. In China this increase in demand has led to massive increases in imports of everything from corn to processed chicken. Then there’s the growing reality that China is slowly abandoning its one-child policy, and that will mean 40 million or more new mouths to feed.
It all adds up to a secular change in the demand for protein and related foodstuffs.
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What should the investor do?
Here are the stocks you should own for the China Food Revolution!
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