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ITC chairman Sanjiv Puri said India's bans on wheat and rice exports should be short-lived once domestic food supply stabilises. ITC's agriculture business revenue fell 25% in the April-June quarter because of the export bans.
He also flagged El Niño as a key risk to monitor.
The comments signal that the bans may not be permanent, which could eventually add supply back to wheat and rice export markets. Until then, the restrictions continue to support global prices.
在过去 137 次中性的政策事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.4%(43% 上涨;中间一半区间为 -1.9% 至 +1.2%),20 个交易日内为 +0.3%。
在过去 100 次中性的政策事件之后,稻谷 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -2.6% 至 +2.3%),20 个交易日内为 +0.7%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。