Bread for China

Again, China will make an impact if not already done so in food companies. The 1.35 B Chinese have not suffered from starvation as they had 30 or so years ago. Thanks to industrialization and urbanization to generate cash to buy food from foreign countries. 

China is still very poor in farmland per capita. Their effort in improving food production is vast, but still a drop in the bucket for such a large population and shrinking farm land. The foreign countries that benefit/will benefit are Argentina, US, Russia, Australia and many SE countries.

India will compete with the global food supermarket when they're wealthier. However, it lacks China for decades and their population has not been controlled effectively. 

Buy ADM and BG for long-term play.

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