I was travelling from Singapore to Manila two weeks ago and a senior director of Standard Chartered Bank in Singapore was sitting next to me. We got to discussing the Australian economy as well as APAC. He said that a good investment would be in food and water. Any manufacturers/miners in fertilisers such as phosphates and water. Apparently they do manufacture water in Singapore. I haven't had a chance research what he said and I was hoping someone here may share their thoughts on this. Going to do some research on the local market for this.
Google motley fool article: Could these stocks make you rich PAG, TAN, NUF, RHL, http://www.fool.com.au/2013/06/24/could-these-stocks-make-you-rich/ Fertiliser: IPL but don't count on any of these to profit from a theme, big trap imo http://forums.silverstackers.com/to...group-wrg-are-there-any-asx-water-stocks.html
Food and water? Oops, I read the thread title incorrectly. Where's the pretzels and beer thread? Seriously though, I think that smaller scale farming will be a thing of the future in industrialised societies, especially for more high-end produce such as macadamia nuts, avocados, spices, certain fruits, wasabi, fungi and so on. And I agree, as Sauron and his minions take control of fresh water supplies there will be money there too if you have the stomach to try and monetise the most basic human necessity.
https://www.smh.com.au/world/africa...ans-reject-cash-handouts-20191226-p53mzm.html Sorry but using phone so cant expand. I have often stated that food, and cash before metals.
as for the article... After Zim kicked out white people and only in the last few years advocated a black only stock exchange, my sympathy is about zero. They got their independence, with which comes responsibility. Why should anyone care when their racist leadership did so much to create the status quo?
Singpore provides an informative contrast to Zimbabwe. Both countries secured their independence. In the case of Singapore, it was not by choice. Yet despite the tribulations and that Singapore was not a breadbasket at all, Singapore now has one of the highest per capita incomes in the world. I think IQ is likely a big determinant. This is far higher in Singapore. Even though it was a small island, it managed to achieve massive gains since independence. Zimbabwe, instead of being the breadbasket, is now a basket case.
Recently, I've also seen direct examples of Asian buyers in my state touring around for the purpose of shopping for huge agricultural estates.