There are some odd spoken and unspoken assumptions, such as Asians will want to eat more meat as they get richer, subsidies aren't guarantees, nor is water supp

There are some odd spoken and unspoken assumptions, such as Asians will want to eat more meat as they get richer, subsidies aren't guarantees, nor is water supply. It's a pension fund favourite, pension funds are very conservative, it isn't a reason not to, but its worth looking into.