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"If Chinese policymakers are looking to promote growth, they could look at the US in the 1930s for ideas."
"The price of a Big Mac should match up with not only the cost of food, but prevailing wages and rent. In 2000 one ounce of gold bought 100 Big Macs. This increased to 400 by 2010. Currently it buys 350."
"Japanese farmland is difficult to purchase, even for Japanese nationals. So how can you get exposure to a rise in farmland values?"
"The intriguing thing about food inflation is that it seems to match up much more closely with US bond yields than any other commodity."
"When China turned from an exporter of oil and iron ore in the early 2000s, it transformed both markets. It seems that China becoming a net importer of corn could also potentially transform grain markets."