Buy Wine and Cheese for the portfolio as well as the plate

Financial journalist and commentator on 3AW and Sky Business
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Investors have been waiting for some time for the much-touted Australian “food boom” – a surge in agricultural commodity exports to rival that which has unfolded in mineral commodities – to take meaningful shape on the stock market.

The nation’s agribusiness stocks, for a range of reasons, have not made great cases for investment – only a small chunk of Australia’s agribusiness industry is actually open for investment, in the sense of being publicly listed – but the growing demand for food globally means the sector must eventually make it on to the radar screen of investors.

And the combination of wine and cheese could make a lot of sense.

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