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China has 20% of the world's population but only 7% of the world's arable land. For this and other reasons, China is, and will continue to look outbound for opportunities. SinoLatin Capital believes that China will continue to be a net importer of land intensive crops (such as soy) and a net exporter of labor intensive crops. Relevant facts on soy below:
 
 
    Global Soybean Imports
 
 
  Source: USDA Agricuitural Baseline Projections to 2015 , February 2006.
Economic Research Service.USDA
   
    Soybean Production by Country: 2008
 
   
 
  Source: www.soystats.com
    Soybean Area Harvested: 1990-Present
 
   
 
  Source: www.agpolicy.org
   
 

  Arable Land Availability

 
   
   Country Total area
(mm sq km)
Area with agricultural
potential
(mm sq km)
Current agric.
utilization of area with potential (%)
Population
density
(persons/sq km)
   Brazil 8.5 2.6 17 21
   Argentina 2.8 1.3 27 14
   US 9.6 2.9 66 31
   China 9.6 1.7 47 142
   India 3.3 2.3 73 354
  Source: Censo Nacional Agropecuario, Columbus Merchant Banking, World Factbook, EIU, IBGE