Newsletter

China's push for food security

China is increasingly pushing for food security and self-sufficiency, and this has been widely reported by the media – see this Bloomberg article and this SCMP article. Geopolitics certainly play an important part, especially in the wake of the Russia-Ukraine war. But China's struggle with an ever-growing appetite for

Thoughts on food inflation

The World Bank recently stated in a report that there is still a high level of domestic food price inflation worldwide. The increase in global food prices has been attributed by some media sources to the ongoing Russian-Ukraine conflict (see for example, this CNN article) since both countries are significant

India surpassing China in population: implications for ag trade

India’s Population Surpasses China’s, Shifting the World’s ‘Center of Gravity’The new global order reflects deep changes in both countries, with economic and geopolitical consequences.The Wall Street JournalShan Li and Liyan Qi Last week WSJ reported that India's population is projected to surpass China&