Skip to content

A Global Stock Trader’s Guide to Navigating Food Protectionism

  • Global bellwethers may see better earnings amid export curbs
  • Australia’s GrainCorp, China’s Cofco Sugar likely to benefit
Workers load sacks of paddy rice at a wholesale grain market in Uttar Pradesh, India.

Workers load sacks of paddy rice at a wholesale grain market in Uttar Pradesh, India.

Photographer: Anindito Mukherjee/Bloomberg

From US-listed commodity traders to Thai poultry producers, equity analysts are lining up their bets on who will come off better -- or worse -- from the wave of food protectionism that’s sweeping across the globe.

Export curbs unleashed by Asian countries in recent days are causing a ripple far and wide, with local producers such as India’s Shree Renuka Sugars Ltd. likely to be adversely affected. In contrast, global players which aren’t bound by these restrictions stand to benefit and this includes the likes of China’s Cofco Sugar Holding Co. and Brazil’s JBS SA.