Investment strategies for emerging markets may soon be less about city skylines and more about waistlines, according to a report by investment research company Morningstar INVESTMENT strategies for emerging markets may soon be less about city skylines and more about waistlines.Investment research company Morningstar this week issued a report called Basic Materials Observer on the remaining pockets of potential in emerging markets in the event of China’s infrastructure and real-estate boom showing signs of slowing.The report, subtitled “Rising Incomes, Changing Tastes: How Africa, India and China will Reshape the Global Food and Agriculture Landscape”, contains 98 pages of in-depth research identifying the companies most likely to benefit from changing diets and packaging requirements.While consumption in developed markets remains stagnant, the Observer identifies India and sub-Saharan Africa as likely to play starring roles in the emerging-markets diets growth story, overturning the...
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