From Pragmatic Capitalism:

Pretty interesting correlation here uncovered by analysts at Credit Suisse. They cite the correlation between food prices and emerging market equities. Falling food prices have tended to precede emerging market equity outperformance. They cite this as one of their primary reasons to own emerging markets currently:

"Taken all this together, we recommend that investors not aggressively rush into equities right now, but use periods of near-term weakness to purchase attractive stocks in sectors/industries and also geographies we like. We particularly like stocks exposed to...

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