Talk to anybody who returns from any emerging market country, and the consistent message is clear: The poor are now part of a rising global middle class -- and they?re hungry. The chronic hunger they once felt is now satisfied through the disposable income they earn every day. And it?s unsurprising that the largest populations in the world also reside in the fastest-growing countries. Here?s what is surprising: Many top investors seem to have the memory of goldfish and think that the ?food play? is over. Really? Not so fast, investment rocket scientists of the world. With global food supplies struggling to keep up with increasing demands, the notion that the GDP of emerging markets will grow rapidly -- but their demand for food won?t is comical at best. The ?out of sight, out of mind? mentality is playing tricks with some investors again, which makes a stock like Agrium
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