- Global food security remains a central theme in a pandemic ridden economy characterized by lockdowns, business closures, and operational constraints.
- While trade barriers are erected as countries push to secure national food sources, sovereign state actions may disrupt global supply chains.
- Reserve banks continue to showcase the absence of inflation as a secondary justification to continue pushing low interest rate policies.
- A progressive economic reversal coupled with food security nationalism may drive a spike in global food prices.
- When that moment comes, long exposure to agricultural themed investment plays is a compelling place to be.
For further details see:
DBA: Agricultural Commodities Set To Move To The Upside