A new development at the World Trade Organization reveals that emerging markets have won a major food fight — giving investors a shot at cashing in.

An article from today’s Wall Street Journal reported that the U.S. was crying about how India and China undermined crucial tariff talks about agriculture. The U.S. said that a sudden reversal by the two Asian giants threatened to shut out the U.S. from those booming emerging markets.

We have a different take on it — one that could serve as an indicator of an emerging-market bounce-back.

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