Politics undermine the economic and investment potential created by growing gas exports.

Strategic coal plays are attracting investors as a local and regional energy crunch threatens but caution is advisable

The longer-term trend is for higher agricultural prices, but sharp price declines for wheat and rice are in store

Third-party logistics industry is set to take off

Politics to determine whether the rich potential is realised

Petrobras’s decision to boost investments in the sector is based on politics, not economic fundamentals

Not just “flavour of the month” but a compelling long-term investment theme

India’s private sector-led projects offer the best opportunities

The central government's authority extends to core mining provinces

There is a way from zero-sum to win-win

Land and yield constraints are insurmountable in any plausible government policy framework

Oversupply of ethanol and sugar will curb industry returns in the short term, but the long-term outlook remains positive

A vast and complex sector offers opportunities to oligarchs and niche players alike

Chinese and Indian demand will not be game-changing in this market

Price inflation and title risk in some areas, but superb upside in the medium and long term

Convergence criteria are promising but political will is fading

The NPC highlights the weakness of the Chinese leadership

Reforms on their way, whatever the election result

Rising incomes and technological advances fuel expansion