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2010-08-27 — businessinsider.com
We may only be about half way into Jim Rogers' expected commodities bull market-- ``... the current per capita cultivated farmland is about 0.092 hectares, which is only about 40 percent of the global average. Less than 4.7 million hectares in the country can be considered reserve farmland, Zhang told the legislature... While this is bad news in terms of China's food security, it's a massive opportunity for agriculture-related companies around the world. Whether it be Potash Corp (POT), BHP's latest high-profile fertilizer M&A target, or merely America's vast agricultural industry, a shortage of food in China could easily result in a boom for business over the next ten years and beyond.''
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