India
Exclusive Global mushroom cultivation is becoming larger in scale and more automated
Mushroom growers worldwide are scaling up and embracing automation as stagnant demand, labor shortages, and sustainability pressures intensify in many regions.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Rage against the dying of the light
The de-Dollarisation meme rolled on yesterday as the Bloomberg Dollar spot index sank to its lowest reading since February of 2022...
Lower the steaks, raise the stakes
US stocks closed mixed on Friday to cap off a week where concerns over valuations caused substantial wobbles...
Exclusive Pulse check: Global pulse industry trends and outlook
Global pulses face market volatility, shifting trade routes, and rising innovation as consumer demand and policy reshape the industry worldwide.
Global Daily: High Hopes
US and European equities closed higher yesterday, oil prices rose more than 5%, the Dollar gained, 10-year Treasury yields lifted by 5bps and Bitcoin rose slightly...
World Potato Map: Potato processing has picked up steam
The global potato market is undergoing major changes, particularly in the processed products segment, which has seen sizable growth in the popularity of frozen fries.
What a closure of the Strait of Hormuz could mean for global fertilizers
If Iran were to close the Strait of Hormuz, the impact on global fertilizer markets could be severe, with urea facing the greatest supply and price impacts.
Exclusive A new order for the recovered paper market – largely driven by China and circularity ambitions
Global recovered paper and pulp trade has shifted in recent years as China’s recovered paper policies redirected RCP exports away from China to Southeast Asia and India.
How do we produce green steel?
How do we make steel production sustainable and what are the obstacles we face?
Exclusive World dairy map 2023 | Trade growth and global events
Growth in dairy trade between 2017 and 2022 has not been linear. During this period a range of global events occurred that had an impact on the shape and size of...
Are Western Companies Leaving China? Navigating Choppy Waves Toward Friendlier Shores
Geopolitical tensions between China and the West are rising. As result, an increasing number of businesses are considering relocating outside of China.
Five things you need to know about stationary energy storage
It’s hard to underestimate the relevance of stationary energy storage for the energy transition. This note outlines what stationary energy storage is, shows various...
Asia: Emerging Market Vulnerability Heatmap
Developing economies are more vulnerable to new virus strains due to lower vaccination coverage, slower pace of vaccination and the nature of their vaccines. Global...
Exclusive The Indian Agricultural Landscape and Its Impact on Agrochemical Consumption: A Look Toward 2030
This report attempts to identify the key trends that will shape the Indian agricultural landscape and that are likely to evolve over the next few years, up to 2030....
Exclusive Folding Carton Trends in India and Southeast Asia
Folding carton packaging demand is expected to grow in India and Southeast Asia on the back of increasing consumption of packaged foods and beverages. The market is...
COP26: Big Headlines, Reality Less Sunny, Yet Some Progress Achieved
Post-COP26, the 1.5°C target is still out of reach, but the gap narrows as Glasgow brought some progress. Paris Agreement Rulebook was finalized and new emission...
India’s economy gets back on track
Growth of 20.1% in India in Q2 is misleading, as economic output was disrupted by a second Covid-19 outbreak. Going forward, we expect an economic recovery as...
Exclusive Gene Editing in the G&O Sector
Gene editing helps to stabilize yields and develop more specialty products by improving the genetic background of crops. Six crops draw specific attention when it...
Exclusive Building a Future-Fit, Sustainable Indian Poultry Business: More Opportunities Than Threats in the Next Five Years
The Indian poultry industry is in transition to a more integrated and consolidated structure, so integrators are expected to gain strength in this shift from informal...
Economy of India recovers from second wave of Covid-19
India’s economy rebounds quickly and economic pain of the second wave will be concentrated in the second quarter. Inflation number were above inflation target of the...
Emerging Market Vulnerability Heatmap
Strong economic recovery by advanced economies is leading to increasing inflation expectations. Tighter monetary policy in advanced economies potentially threatens...
The Carbon Border Adjustment Mechanism explained
The Carbon Border Adjustment Mechanism introduces a carbon levy on some EU imports. It should help create a carbon level playing field for EU producers. The EU seems...
Exclusive The EU Carbon Border Adjustment Mechanism explained
The Carbon Border Adjustment Mechanism introduces a carbon levy on some EU imports. It should help create a carbon level playing field for EU producers, but the...
Podcast: 2021 Indian Poultry, Dairy, and Animal Feed Industries Outlook
Shiva Mudgil joins Oscar Tjakra to discuss the outlook for the Indian poultry, dairy, and animal feed industries in 2021, while also looking at the progress of the...
Second wave of Covid-19 impacts economic recovery in India
The number of new infections in India will bottom out in May. Economic pain will come through decreased private consumption after mobility levels dropped. RBI...
Exclusive India - second wave of Covid-19 impacts economic recovery
With peaks of over 400,000 new infections per day in the last weeks, India is facing the worst outbreak in the global Covid-19 crisis to date. The number of newly...
Exclusive Digital Agtech’s Emergence In Farm Inputs Delivery in India
Digital agtech companies are thriving in the farm inputs delivery space as a result of the Covid-19 pandemic, as more farmers are favoring doorstep delivery of farm...
Exclusive Emerging Trends in Indian Dairy Post-Covid: Adapting to Changing Dynamics
Like other food and agriculture sectors in India, the dairy industry has been impacted by the Covid-19 pandemic. Due to the pandemic, existing trends like the...
India: Second wave and vacci”notion”
India showed 0.4% GDP growth in Q3 of FY21. Unfortunately a second wave of Covid cases is on the rise, which might hamper growth in the next months. Although vaccine...
China: Rising tensions
The rising tensions between China, the EU, US, UK and Canada could have wide implications, from hurting the chances of ratifying the recent EU China investment deal to...
Podcast: 2021 Demand Outlook for Southeast Asian Sugar and G&O
Charles Clack and Oscar Tjakra get together to discuss the 2021 demand outlook for Southeast Asian sugar and G&O, current high freight rates, and CO2 emissions from...
Podcast: The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils
Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia.
China’s Five-Year Plan: Ambitious aims meet tricky trade-offs
China’s new five year plan is ambitious, yet it contains inherent trade-offs. When push comes to shove, we believe China will sacrifice growth for resilience and...
Can voluntary carbon markets change the game for climate change?
Offsetting CO2-emissions through voluntary carbon credits plays a role in the transition to a zero-carbon economy. Although the market is small and oversupplied,...
India: The two faces of FY22 budget
We expect a fiscal Q3 GDP figure of -1.8% (y/y) on 26 of February. In general, the outlook for India is improving as the economy picks up and the prospect...
India Economic Outlook 2021: The only certainty is uncertainty
We expect Indian GDP to contract by -8.4% (y/y) in fiscal 20/21 and grow by 9.7% (y/y) in fiscal 21/22. The INR is projected to appreciate in tandem with the expected...
Exclusive Recycled PET in SE Asian and Indian F&B Packaging
The demand for recycled PET (rPET) for food & beverage (F&B) packaging will potentially increase 10- to 15-fold in Southeast Asia and India by 2030, primarily driven...
Exclusive Why India is wise not to join RCEP
On November 15th, the Regional Comprehensive Economic Partnership (RCEP) was signed, but India decided to opt out. Many consider this a policy mistake, but we argue...
Why India is wise not to join RCEP
On November 15th, the Regional Comprehensive Economic Partnership (RCEP) was signed, but India decided to opt out. Many consider this a policy mistake, but we argue...
Economic developments in India: A mixed bag of ups and downs
Economic developments in India are mixed. On the upside, there is the prospect of an effective vaccine, fresh government stimulus and better economic performance than...
India: What is the impact of the next US president?
The policy plans of the next president of the United States has consequences for the Indian economy in terms of the USD/INR trajectory, trade and GDP metrics and...
Exclusive Indian Farm Reforms – A New Chapter
The Indian government has introduced reforms to Indian agriculture with three laws and an economic package. These laws intend to provide farmers free market access as...
COVID-19 policy response: Spend or lend?
The unequal balance between developed and emerging economies becomes painfully clear in the different government response packages to COVID-19. Emerging markets are...
India’s worrying inflation dynamics
Inflation in India has been stubbornly high. Although we expect inflation to come down, we believe the downward trajectory will be short-lived. Against this backdrop...
Global Economic Outlook: Waves of uncertainty
The global economy has bottomed out and started its recovery. However, the recovery is marred by uncertainties such as more waves of coronavirus infections, lurking...
India: Record GDP plunge among worst globally
The Indian economy contracted by 23.9% in Q2 due to one of the most stringent COVID-19 lockdown globally. Despite a rallying rupee, uncertainty remains large,...
Should India Print Money To Fight Covid-19?
Against the backdrop of a crippled economy and rising debt metrics, policymakers around the globe are adopting or considering unconventional monetary policy to solve...
Money printing: First, do no harm
Can we just print extra money to tackle the corona crisis? We conclude that only seven (!) countries in the world meet our proposed MMT criteria: leaving aside the US...
India: Twin crises bode ill for the economic outlook
Besides the border dispute with China, India continues to struggle to keep a lid on COVID-19. The twin crises has an adverse impact on India’s attractiveness as...