Rice, Risk, and Revolution: Why Japan's Agricultural Shift Spells Investment Opportunity
Edwin FosterTuesday, May 27, 2025 9:53 pm ET

The Japanese government's abrupt pivot from rice auctions to direct sales—a move to quell soaring supermarket prices—has exposed critical flaws in the nation's agricultural supply chain. This structural reform, while urgent, has created a rare convergence of short-term retail opportunities and long-term bets on agri-tech innovation. For investors, the question is no longer whether to act, but how to capitalize on this inflection point in one of the world's most entrenched food systems.
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