agriculture
India's agricultural woes, the appalling state of the world's oceans, "sin stocks," and reshaping market mechanisms, are just a few of the selections in this edition of Weekend Reads from India by Shreenivas Kunte, CFA.
Although investors are increasingly aware of water risks in their portfolios linked to agriculture, there is still work to be done to improve risk analysis and mitigation strategies. Several investors have begun by simply asking companies for better disclosure of agriculture supply chain risks.
Growth in the world population and demand for food bode well for the value and returns from direct investments in farmland and farmland-based funds.
The author, commentator, and global investor says agriculture "will be the next huge industry in the decades to come."