Bloomberg Gadfly. Married to @kmac. Asia resources, consumer, industrial. These are my opinions. If you don't like them -- well, I have others.
Such a great article about @iamyolaca@RhiannonGiddensrter, and the way the roots of blues and country music lie in the attempt to turn a musical melting pot into distinct styles that could be marketed to segregated 1920s audiences:
What's happening, I think, is a classic "limits to growth" scenario. Beef's voracious demands for land, water and feed mean that its growth potential is limited in a way that less carbon-intensive protein sources aren't:
Indeed, the premium that analysts give to SOE target prices above the prices in the market is the highest of any of these groups: 24%, vs 16% for private mainland companies and 13% for the rest.