Investing in what’s left of Australia’s agribusiness

Financial journalist and commentator on 3AW and Sky Business
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There would not be an SMSF investor unaware of the growth story in China, and the other big emerging economies of the world, not just in Asia, but in South America and Africa.

China’s demand for Australia’s raw materials to feed its massive industrialisation and urbanisation plans is one of the major investment ‘themes’ of our time – for very good reasons. Most people are well-positioned to tap into this theme: let’s be honest, all you have to do to benefit directly from this economic force is to hold BHP and Rio Tinto.

But what about the other side of the China story – the ‘soft’ commodities demand?

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