Watch the interview of Carlos Mera Arzeno, Senior Commodity Analyst, Rabobank with Manisha Gupta on CNBC-TV18, in which he shared his reading and outlook on agri commodities.
Speaking to CNBC-TV18 Michael Every of Rabobank said that the US Fed will raise rates this December. “We are 100 percent expecting it,†he said.
The record-high stock levels are set to keep worldwide food prices low during 2017 even as inflation starts to rise in many developed economies, according to the report from Rabobank, the global food and agribusiness bank.
India will relatively outperform other markets because the growth story there is relatively better, said Michael Every, Head of Markets Research-Asia Pacific, Rabobank.
Jan Lambregts, Rabobank says a Federal Reserve rate hike seems unlikely in November. They may shy away in the last minute. But the Fed may hike rates in December by around 25 basis points which he senses may not lead to any global market imbalance.
Watch the interview of Carlos Mera Arzeno, Senior Commodity Analyst, Rabobank with Manisha Gupta on CNBC-TV18, in which he shared his reading and outlook on sugar and coffee.
With no monetary easing or change in interest rate, the BoJ has indicated that they plan to control the yield curve going ahead, says Michael Every of Rabobank.
Carlos Mera Arzeno, Senior Commodity Analyst, Rabobank is of the view that current sugar prices reflect the deficit in the market.
Michael Every, head of financial markets research for Asia Pacific at Rabobank, told CNBC's "Squawk Box" that the consequences of telling the market that hikes were off the table this year would be "quite shocking."
Japanese Prime Minister Shinzo Abe today announced his government would compile a 28 trillion yen (USD 265 billion) fiscal package, including stimulus measures such increased government spending and loan programs.
Markets world over are in a 'precarious' position right now, Michael Every of Rabobank said.
"A well-built infrastructure will help to maintain the country's food security robustness," said Marcel van Doremaele, also a Board Member of the Rice Bowl Index (RBI), which assesses food security robustness in Asia.
The UK referendum is on a knife-edge and it is very difficult to predict, says Michael Every of Rabobank.
Michael Every, Head of Markets Research-Asia Pacific, Rabobank believes the markets globally will not move much till the Brexit vote is out.
Currency Expert Jamal Mecklai of Mecklai Financials expects Indian rupee to see some relief rally from people unwinding nervous positions. But the uncertainty could push Gold beyond USD 1,300 per ounce, he says.
Rabobank-promoted private equity fund 'India Agri Business Fund II' has invested around Rs 100 crore in agrochemical firm Parijat Industries to acquire a minority stake
July is next when a FOMC monetary policy change is likely, given the markets see good data in the interim, says Michael Every of Rabobank.
Private Equity Fund India Agri Business Fund II will invest USD 15 million (Rs 101 crore) to acquire minority stake in FMCG firm Cremica Food Industries
Soyabean has also seen a price hike by 25 percent due to flooding in Argentina and a dry weather in Brazil. Corn is another crop that can be impacted due to this.
Jan Lambregts, global head of financial markets research at Rabobank believes the recent quantitative easing by various central banks will lead to a flood of liquidity into the market which will eventually find its way to equities and will prove beneficial for emerging markets including India.
Jan Lambregts, Global Head of Financial Markets Research, Rabobank US Fed is hawkish then the statement is likely to be read as a positive because market have read dovish statements from ECB and other central banks negatively.
In an interview with CNBC-TV18, Michael Every of Rabobank said that the markets did not like Draghi‘s comments and is starting to lose confidence in Central Banks.
Jan Lambregts of Rabobank says, US jobs data could be a powerful tactical bear rally going forward.
For global investors looking to park their funds somewhere, the return versus risk is limited almost in every market, Jan Lambregts of Rabobank says, adding that investors who are open to taking some risk could prefer India as there is some hope from the new government.
Jan Lambregts of Rabobank gave his views on why the Asian and European markets are down despite a positive handover from the Wall Street