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  • Crude palm oil – India’s consumption soars - Updated Thu February 13, 2014

    • Market sentiment on CPO is moderately bullish and has been lifted by surprisingly strong Indian demand • Production in East Malaysia will have a large bearing on prices this year relative to previous seasons • We expect tighter end-season inven...

  • Indonesia – A primer on the balance of payments - Updated Tue September 3, 2013

    • Although Indonesia’s economic fundamentals are still strong, its external exposures are rising • Balance-of-payments deterioration needs to be addressed with structural rather than ad-hoc measures • External debt has risen in recent years, but ...

  • Indian CPO refiners: Between a rock and a hard place - Updated Wed July 17, 2013

    Refined palm olein now accounts for half of India’s palm oil imports; a substantial shift from the norm • The spike in refined palm olein imports reflects deteriorating refining margins in India • Industry woes have been compounded by a weakening ...

  • Crude palm oil – Asia’s buying spree - Updated Mon June 10, 2013

    • Palm oil prices break above MYR 2,400/t to their highest level since March • Prices are supported by lower SE Asian inventories, a weaker MYR and robust Asian demand • We revise our CPO forecast lower but remain bullish for the remainder of the ...

  • CPO – Buy the dip - Updated Fri October 5, 2012

    • The CPO market has dropped sharply in recent weeks amid mounting concerns over sluggish demand • We argue that the slide in prices is overdone and is amplified by lack of clarity on key industry events • We recommend that investors buy into th...

  • Commodity Vector Portfolio - Updated Wed July 4, 2012

    • We provide an update of our portfolio, including trades from our Roadmap publication • New trades: Enter long BMD crude palm oil (CPO) Sep 12 futures...

  • Agriculture – US weather sets a price floor - Updated Tue June 26, 2012

    US weather risks fuel a turnaround in market sentiment • Conflicting dynamics in grain markets set the scene for continuing price turbulence • We expect agricultural commodity markets to regain some bullish momentum in Q3-2012...



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