Temasek's Head of Americas and Agri on Investment Strategy

The transcript discusses the current state of the US economy and market support amid the vaccine rollout. It explores investment strategies focusing on thematic and geographic considerations, particularly in the AG space. The impact of geopolitical tensions on investment decisions is analyzed, with a focus on the Biden presidency and global supply chains. The pandemic's acceleration of certain business models and investment opportunities is highlighted, including vertical farming and alternative proteins. The potential for investments in India's agri sector amid recent reforms is also discussed.

What strategies are suggested for balancing capital circulation in investments?

What opportunities are presented by the rise of lab-created and plant-based foods?

What is the significance of the investment in Impossible Foods as mentioned in the text?

How does the speaker view the future of the Agri sector in India amidst recent reforms?