Waking up to AGRO

Though I was a city boy, my village roots helped me appreciate sugar cane farms, sunflower beds and wheat ‘godown’. As a child you don’t appreciate what you eat. It took me about two Juglar cycles of 10 years each to wake up to agro and to realize that agriculture was a powerful asset. We have been working on agro in this third Juglar cycle, studying agro and researching it. We have written quite a bit about the cotton farmer, sugar, wheat and the potato over years, not only because of its basic utility but also because of the TIME we live today.
All people reading this article will live inflationary times, which means a society that will treasure food and water, more than gold or oil and more than stocks. New leaders would come from such basic industries rather than from telecom, technology or banking.
So how should you participate in this wave? You reduce your portfolio risk by including components from the agro sector. However, there are a few mindsets we need to challenge before we open up to agro. A few misconceptions, “I know stocks, what do I know about Jeera (Indian Condiment Cumin)? Are we confusing comfort with knowledge? Or are we mixing product feel with product or predictive knowledge? The cause and effect reasons work in every market. Why does Chili go up or why does Suzlon still go down?
So if at the end of day both agro and non-agro have numerous factors affecting prices why should I deal with Agro? A few reasons…

The latest Alpha Agro carries 19 cases on Indian commodities with levels, targets, projected trends and Jiseki cycles. To read the report download the latest Alpha India Commodity special from our store.

The article was written for Business Standard.

Our Jiseki Time cycles are seasonal patterns of strength or weakness in assets. They are derived from percentile rankings of 0 to 100. The higher the percentile more the chance for an asset to weaken and worst the ranking, better the chance for the respective asset to outperform. The current agro complex comparison puts Cotton and Sugar at the top and sesame and wheat at the bottom near 10%. Such low percentile rankings make Sesame and Wheat attractive holds. To latest report carries the Jiseki cycles for the agro assets with targets and projections for wheat, soybeans, coffee, sesame and coriander.

Our Jiseki Time cycles are seasonal patterns of strength or weakness in assets. They are derived from percentile rankings of 0 to 100. The higher the percentile more the chance for an asset to weaken and worst the ranking, better the chance for the respective asset to outperform.

Alpha is a daily strategy signal product that gives trading and investment signals. Alpha is a numeric Ranking product based on TIME fractals. The signals are illustrated through tracker and running portfolios. Alpha can be used by fund managers for relative allocations, traders for leverage bets and high net worth clients for selective trades. Alpha is a part of the time triads analytics developed by Orpheus Research.

Coverage Global: Commodities, Currency, Stocks, Bonds, Indices


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