TKG portfolios are now potash plays
Potash Corp has b een taking a beating ever since the Russia OPEC-like tri-cartel split up. There are more Urea exports from China too, bolstering ammonia usage, a potash competitor. But TKG likes India's demographics, easy to learn/build IT sector, recession resilience...the only wild-card against Potash is cheap fake meat (would be a great development for the world though). So TKG will make a massive play in Potash Corporation now. Buying 20000 shares for TKG Institutional Investor portfolio of TSE:POT @ 31.41 a share. And buying 200 shares of TSE:POT @ 31.41 a share for TKG minimum wage labourer portfolio. Really bad climate change that could harm China and India won't happen over this portfolio's time horizon. Now TKG portfolios are over 60% Potash Corp.