Overview
Commodity markets are maturing as a key investment option. Corporates with exposure to commodities are using the commodity markets as a hedging option whereas the investor community is diversifying their investments in equity markets with exposures to commodity markets. Banks are trying to understand their risks in corporate credit and trade finance portfolio with large commodity exposure. CRISIL Research aims to address these needs through its new research solution CRISIL CommodityView.
Benefits
The CRISIL CommodityView is designed to assist investors and commodity players an in-depth perspective on a particular commodity.
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It provides basic understanding required by banks before they lend to any company exposed to that particular commodity. |
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Further, it provides price trends and forecasts on demand and prices to assist corporates exposed to the commodity to hedge their risks. |
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It provides, at one place, all the fundamental understanding required by commodity analyst before they can start investing in that particular commodity. |
The CRISIL CommodityView aims to provide with a basic understanding on the fundamentals of a commodity for taking investment decisions. These reports cover:
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key macro trends |
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global developments |
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demand supply situation in the Indian and International context |
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consumption patterns |
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futures |
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price forecasts for short term |
Coverage and updation
CRISIL Research has initiated coverage on commodities in 5 different commodity segments Gold (Bullion); Soya Oil (Edible Oils); Pepper (Spices); Wheat (Cereals) and Tur (Pulses).
| Gold |
Gold is believed to be a store of value, hedge against exchange rate fluctuations, and a portfolio diversifier. Are these just perceptions or reality? Gold prices have been very volatile over the past few months. Will this affect demand? How are prices likely to move in the short term?
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| Soya Oil |
Domestic and international prices of Soya oil have increased in the recent past due to supply concerns, resulting in firming up of prices. Is this scenario likely to continue?
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| Pepper |
The global supply of pepper is expected to decline in 2006-07 largely because of production shortfall in India and Vietnam. What will be the impact of this on pepper prices in India?
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| Wheat |
Adverse climatic conditions globally as well as in India, has affected wheat output. How will this impact prices?
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| Tur |
Tur (Arhar) is a localised commodity since it accounts for 80 percent of global production and 85 per cent of global consumption. How is tur demand-supply and hence, prices, likely to move in the short term?
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You can find answers to these questions and more in our reports on these commodities. There will be one update to each commodity report in a year.
