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    Opportunity in crisis? Stocks of 4 rice exporters have upto 25% upside scope on climate issues in Pakistan, China

    Synopsis

    First, it was the Ukraine war, which led to logistic issues at some important ports. Second, sudden changes in climatic conditions in China and Pakistan lead to a drop in production of rice. Will this bring an opportunity for rice exporting companies of India and also the retail investors?

    After touching multi year high, prices of select agricultural products like rice and sugar are trading at close to the 10 to 15 years high. Neither it first, nor the last time that this trend has been visible. More important is whether this trend is sustainable, if yes, than what it means for companies which are part of the whole chain, either as consumer or supplier. Another important issue is whether retail investors should look at these
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    The Economic Times