Commodities Watch Have sugar prices hit a sweet spot? The price of sugar in US dollar terms has soared, rising by nearly 30% since the start of the year, on reports of poor harvests and falling stocks. However, the upward pressure on prices from... 4th August 2016 · 1 min read
India Chart Pack Capital injections too small to revive banking sector The government’s announcement this week that it will inject more capital into local banks is a positive step, but the amount is still too limited to revive the ailing sector. 22nd July 2016 · 1 min read
Commodities Watch Palm oil prices to fall further The price of palm oil rallied strongly in early 2016 on a combination of smaller harvests, rising soybean (and soy oil) prices and a rally in crude oil prices. These factors more than offset the... 5th July 2016 · 1 min read
Commodities Weekly A relatively muted response to Brexit Unsurprisingly, the prices of most commodities have fallen in the wake of the UK’s vote to leave the EU. The main exception is gold, which has benefitted from renewed safe-haven demand as well as the... 24th June 2016 · 1 min read
Commodities Weekly All about Brexit Worries about contagion from a UK vote to leave the European Union (‘Brexit’) have undermined the prices of riskier assets this past week, including oil and other industrial commodities, while... 17th June 2016 · 1 min read
Commodities Update Uncertain times ahead Commodity price indices have had another strong month, supported by positive investor sentiment and the rally in the oil price. However, sentiment started to sour more recently on mixed data out of... 14th June 2016 · 1 min read
Commodities Weekly When bad news is good news… Metals prices bounced on Friday, led by silver, gold and copper, as the downbeat US payrolls report quashed expectations of a summer rate hike by the Fed and dragged the dollar lower again. This... 3rd June 2016 · 1 min read
Commodities Weekly Rising oil doesn’t necessarily lift all prices Oil prices have continued to recover, with Brent at least briefly topping $50, but this positivity was not replicated across the board. Indeed, the recovery in oil probably contributed to the weakness... 27th May 2016 · 1 min read
India Chart Pack PM Modi's first two years end on a high note Two years on from his inauguration, Prime Minister Narendra Modi has arguably just enjoyed his most successful month in office. For a start, PM Modi's BJP secured two important legislative victories... 25th May 2016 · 1 min read
Commodities Weekly Fed jitters take some of the steam out of the rally Commodity prices fell back in the past week after the release of the minutes from the April FOMC signalled that US interest rates could yet rise as soon as next month. The markets are still only... 20th May 2016 · 1 min read
Commodities Weekly Oil up on supply outages, metals down on demand fears The stronger US dollar and renewed concerns about the robustness of the credit-led recovery in China’s economy weighed on metals prices this week. However, oil benefited from the disruptions to supply... 13th May 2016 · 1 min read
Commodities Watch Commodities Watch - WASDE more bearish than bullish for agriculturals In this new monthly publication, we intend to focus on key developments in agricultural commodities as well as draw on the more in-depth analysis from our Energy and Metals services. This month, we... 13th May 2016 · 1 min read
Commodities Watch WASDE more bearish than bullish for agriculturals In this new monthly publication, we intend to focus on key developments in agricultural commodities as well as draw on the more in-depth analysis from our Energy and Metals services. This month, we... 13th May 2016 · 1 min read
Commodities Chart Pack It’s all about the dollar Commodity prices rose again in April on a combination of persistent weakness in the US dollar and investor optimism about a recovery in Chinese demand. While our long-held view has been that... 3rd May 2016 · 1 min read
Commodities Outlook Medium-term prospects remain bright The recent rebounds in many commodity prices have been stronger than even we had anticipated and may be premature. We would not therefore be surprised – or that worried – to see some temporary pull... 29th April 2016 · 1 min read
China Economics Update When will pork price inflation peak? Pork price inflation in China surged in March, bringing echoes of 2007 and 2011, when spikes in pork prices caused headline consumer price inflation to jump above 6%. However, we think the upward... 26th April 2016 · 1 min read
