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Great summary of agriculture from The Blind Squirrel: commodity shocks can drive agricultural prices. We saw that in the 1970s. We saw that in 2021. In Japan, we continue to like 8002 Marubeni, which screamed higher in 2021 - it’sone of the largest grain traders in Japan. We will cover names like 4025 Taki Chemical this week in Kabu Japan. Its agricultural business is showing clear growth momentum. Best regards, Mateen

Mar 17
at
12:24 AM
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