India is still heading on 21st place

[The QUEEN]

[b]Nomura Food Vulnerable List[/b]

Note : Report was out Sept 2010, but still a great read
[img]http://historysquared.com/wp-content/uploads/2011/02/clip_image0021.png[/img]

[PMREDDY19]

intaki e list ki meaning enti

Antey mana Desam Availability of food lo 21st place lo unda

non-availability of food lo 21st palce lo unda..

manaki e perlu peddaga teliyavu...

[The QUEEN]

[quote author=PMREDDY19 link=topic=164481.msg1975134#msg1975134 date=1299534695]
intaki e list ki meaning enti

Antey mana Desam Availability of food lo 21st place lo unda

non-availability of food lo 21st palce lo unda..

manaki e perlu peddaga teliyavu...
[/quote]
thankyou for asking, elaga nobody can read it ani story cp seyaledu sHa_high5ing
here is the link [url=http://historysquared.com/2011/02/05/nomura-on-expectations-of-a-food-price-spike-and-how-to-play-it/]http://historysquared.com/2011/02/05/nomura-on-expectations-of-a-food-price-spike-and-how-to-play-it/[/url]

[PMREDDY19]

[quote author=The QUEEN link=topic=164481.msg1975142#msg1975142 date=1299534810]
thankyou for asking, elaga nobody can read it ani story cp seyaledu sHa_high5ing
here is the link




Source ::::  [url=http://historysquared.com/2011/02/05/nomura-on-expectations-of-a-food-price-spike-and-how-to-play-it/]http://historysquared.com/2011/02/05/nomura-on-expectations-of-a-food-price-spike-and-how-to-play-it/[/url]
[/quote]

you rock you rock


Nomura Food Vulnerability Index provides a summary of 80 economies
Trade recommendations :
buy a basket of agricultural commodities – and relative basket trades – in rates, FX and CDS spreads.
Pay 2y interest rate swaps of the 10 countries with the highest exposure to food in their CPI basket against receiving the 10 with the lowest.
The impact on FX is more clouded, but we expect owning a basket of currencies selected from those with the lowest exposure to food in the CPI basket and most likely to experience an improvement in terms of trade against a basket of the opposite to be profitable.
We use the NFVI in combination with a starting debt-to-GDP threshold to buy CDS protection on those sovereigns most likely to see fiscal deterioration against those least likely too.
Trades in the inflation-linked space are limited, but we believe there is value in buying European inflation breakevens against US BEs.
Equities
consider companies involved in the shipping and storage of soft commodities, seed and fertilizer producers, and those that produce farm machinery, tractors and irrigation systems.

Equally, we would suggest investors consider timber and other industrial soft commodities.

We highlight four companies that we believe stand to benefit the most from rising food prices within the Asia ex-Japan region: China Agri-Industries (606HK Buy), China Yurun Food (1068 HK, Buy), United Phosphorous (UNTP IN, Buy) and Wilmar (WIL SP, Buy).
In low income groups, per income capital below 1,000, a 10% increase in income increases demand for grains by 6% – the $3000 level is where income inelasticity starts to decline as people begin devoting more of their income to durables.
From 4000-1200 the demand for meat and protein is higher than for grains, which can have a multiplier effect on grains and water
Asia ex- Japan is heavily skewed towards low income earners and we believe the UN projections of 1.5 billion below the mean income is more like 2.2 billion, thus demand for food is likely to be much larger than estimated






Interesting factors to be understood  in calculating




source ::


[url=http://historysquared.com/2011/02/05/nomura-on-expectations-of-a-food-price-spike-and-how-to-play-it/]http://historysquared.com/2011/02/05/nomura-on-expectations-of-a-food-price-spike-and-how-to-play-it/[/url]

[StoneCold]

*=: *=: *=: *=: *=:

[skchinnari]

sCo_hmmthink