Thu Mar 10, 2011 14:24 GMT |
I am pencilling in a correction in Crude Palm Oil (CPO) prices over the coming months, before a resumption of the long-term uptrend. The spectacular rally in CPO prices since mid-2010 has been underpinned by several dynamics. First and foremost, the rally in grain prices since the middle of last year has driven gains. Given… [Read more]
Tags: Commodities, food prices, Grains, Indonesia, Malaysia, palm oil, soy oil, soybean, vegetable oil
Posted in: Agribusiness, Commodities, Food And Drink
Fri Oct 17, 2008 15:42 GMT |
It was not too long ago that everyone was asking ‘when will China finally let the yuan go?’ [i.e. appreciate rapidly]. Indeed, back in March, when consumer price inflation was at 8.3% y-o-y, non-deliverable forwards (NDFs – a basic measure of investors’ expectations) were pricing in 13% appreciation for the yuan over the following 12… [Read more]
Tags: China, currency, depreciation, devaluation, Malaysia, ringgit, yuan
Posted in: Asia, China, Currencies, Emerging Europe, General, Inflation/Deflation