Strategy Note /
Singapore

Winners in the 2022 food price spike? Branded processors and FMCGs

  • The world is in the midst of a food price spike along the lines of 2006-08

  • We have constructed a portfolio of 81 EM food stocks that performed well in the previous food spike

  • The potential winners include branded food processors like Wilmar, IOI and KLK as well as FMCG companies

Winners in the 2022 food price spike? Branded processors and FMCGs
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
14 June 2022
Published byTellimer Research

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