One of our megatrend predictions is beginning to play out, with meat processing companies increasingly looking at opportunities in the synthetic meat space as an alternative to low margin, labour intensive products that carry potential health risks. While we believe this will be a long-term process developing over decades, we expect to see more investment in this space as consumer taste prefere...
The agricultural equity complex will continue its cyclical improvement over the coming weeks. This will come as agricultural prices rebound and large-cap agricultural equities look relatively cheap. We are playing this tactically through bullish views on the sugar and palm oil sub-sectors.
The Vietnamese coffee crop will grow only modestly in the 2015/16 due to stagnation in area cultivated and the El Ni?o-related dry weather recorded in most of 2015. In spite of this, Vietnam's coffee supply is ample and exports will grow significantly this season, which will help coffee prices remain anchored in 2016.
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Thanks, BMI Research