Enterprising Investor
Practical analysis for investment professionals

agriculture


Weekend Reads from India: Agriculture, “Sin Stocks,” and Elon Musk

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.

Agriculture-Related Water Risks: Understanding the Threat

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.