Asia

Food processors may outperform producers in super-cycle driven by war in Ukraine

  • The war in Ukraine has created a surge in food prices. We suggest investors consider a portfolio of Asian food stocks

  • The 2006-10 food spike saw food processors such as Wilmar and Olam benefit

  • Food processors offer better exposure to the food boom than producers such as palm oil stocks

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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

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