Mining to Dining Boom - What it means for you Global equity markets have come under significant pressure in 2016. We have been using the current market sell-off to find attractive entry points to invest in high quality stocks with solid business models. Despite the volatility recently experienced in markets our portfolio has continued to perform, and one of our core multi-year portfolio themes is an agricultural boom, as we see Australasia benefiting from a transition from a “mining boom” to a “dining boom”. One of these agricultural company’s discussed below is Treasury Wines (TWE.AX) up 37.3% since being added to the portfolio in September 2015. An Agricultural Boom Although Chinese and global demand may be slowly transitioning away from hard commodities (metals etc.), this is certainly not the case for soft commodities and agriculture. A growing middle class, particularly through China & the rest of Asia, is putting significant demand pressure on agricultural resources. With demand growth out...