
Vietnam and India are competing for ASEAN rice trade after COVID-19, with Vietnam gaining ground through Philippine support and India gaining on price with Malaysia. The Philippines cancelled a planned G2G stockpiling deal after Vietnam resumed rice exports in May.
Competition between Vietnam and India for Philippine and Malaysian demand shapes Asian export pricing. Cancelled government purchases reduce near-term import demand, which is mildly bearish for prices.
Setelah 141 peristiwa perdagangan bearish sebelumnya, Gabah bergerak median +0,6% selama 5 sesi (57% lebih tinggi; separuh tengah -2,3% sampai +2,4%), dan -0,6% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.