Just a quick note to anyone considering doing this: the relationship between country economic growth and equity returns is really weak.
So I doubt doing something like buying Chinese equities to hedge against increased meat consumption would really work. You’d need to find more exposed bets, like Chinese meat companies, though that will be more costly in terms of lost diversification. The top US AI tech company example seems better.
Just a quick note to anyone considering doing this: the relationship between country economic growth and equity returns is really weak.
So I doubt doing something like buying Chinese equities to hedge against increased meat consumption would really work. You’d need to find more exposed bets, like Chinese meat companies, though that will be more costly in terms of lost diversification. The top US AI tech company example seems better.
http://www.economist.com/blogs/buttonwood/2014/02/growth-and-markets
Meat price futures might be the way to go. However at this point you’re arguably getting into the realm of unethical investing.