Agri special report

Page 1

20TH NOV –24 TH NOV


WEEKLY MARKET WRAPUP COMMODITY

OPEN

HIGH

LOW

CLOSE

JEERA

18230

19435

18185

18940

GUARSEED

3711

3771

3630

3653

DHANIYA

4816

4989

4773

4785

RMSEED

3921

3976

TURMERIC

7152

7316

MENTHA OIL

1616

1795

SYBEANIDR

2836

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2880

3903 6864 1596 2826

3907 6914 1644 2851

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COMMODITY WEEKLY NEWS Indonesia Oct CPO output seen up as harvest hits peak Crude Palm Oil production in Indonesia is estimated to have risen to 3.95 million tonnes in October, the fifth straight month of gain, as palm harvest peaked, boosting stockpiles, a Reuters survey showed. Indonesia's Crude Palm Oil production was at 3.63 million tonnes in September. Indonesia's CPO exports were estimated to have reached 2.75 million tonnes in October compared with 2.69 million tonnes in September, the survey showed. Domestic stockpiles likely rose to 3.14 million tonnes from 2.4 million tonnes, according to the survey .The Southeast Asian country exported 2.76 million tonnes of palm oil and palm kernel oil in September, data from the Indonesian Palm Oil Association (GAPKI) showed last week. GAPKI, had estimated Indonesia's palm oil output at 36.5 million tonnes for 2017 and expected it to increase to 38.5 million tonnes next year. India removes restrictions on Pulses export Restrictions on export of all kinds of Pulses were taken away by the government to help farmers to get better prices for their produce and also greater choice in marketing their produce.“Opening of exports of all types of Pulses will help the farmers dispose of their products at remunerative prices and encourage them to expand the area of sowing,” IT and law minister Ravi Shankar Prasad said. Export of Pulses would provide an alternative market for the surplus production of Pulses that it will also help the country and its exporters regain markets. The Cabinet Committee on Economic Affairs (CCEA) also empowered the committee headed by food and public distribution secretary to review the export and import policy on Pulses and consider measures such as quantitative restrictions, prior registration and changes in import duties depending on domestic production and demand, local and international prices and global trade volumes. India’s Crude Oil import bill rises 20% in Apr-Oct India’s Crude Oil import bill jumped over 20 per cent to $56.25 billion in the first seven months (April-October 2017) of the current financial year and is likely to rise up to $90 billion by March 2018 - a 29 per cent increase over last fiscal, ratings agency ICRA said in its latest report.The swelling oil bill could further impact the already widening trade deficit and push up inflation.India’s trade deficit widened to its highest in nearly three years in October, government data showed. Higher crude price, coupled with a more than a quarter jump in volumes from a year ago pushed petroleum import bill to $9.2 billion in October. Any further increase in oil bill will add pressure on the country’s trade deficit which widened to $14 billion for the month of October, an increase of 26 per cent as compared to the corresponding month a year ago, primarily on the back of a 28 per cent increase in oil import bill. Crude oil and products were responsible for 25 per cent of the country’s total import bill of $37 billion in the month of October. Pink bollworm destroys 50% of Maharashtra's Cotton crop Nearly 50 percent of Cotton crop in Maharashtra affected by the pink bollworm pest, due to this state is staring at an unprecedented loss of Cotton crop this year .Government bodies, committees and even Opposition parties have asked the government to take measures to curb the pest. Failing to do so is likely to harm more crop next year .The total losses of Cotton economy could go up to Rs 10,000 crore, only because of infection of pink bollworm which has been plaguing the crops for twothree years, and this year it has affected very badly .In 2016-17, a total 38 lakh hectare was under Cotton in the State, and as per the estimates for 2017-18, the figure is now over 40 lakh hectare. As per the government’s own admission, farmers have used the Bt Cotton seed Bollgard II(BG II) on around 95% of this land, the pest has overcome the resistance of BG II. The State Agriculture Department has already written to the Centre to denotify BG II as it has lost its efficacy to fight the pest.

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TECHNICAL UPDATE AND RESEARCHER VIEW NCDEX MENTHA OIL NOV 2017

WEEKLY OUT LOOK MENTHA OIL NOV TREND

R2

BEARISH

1,877

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R1 1,760

PP

S1

S2

1,678

1,561

1,479

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TECHNICAL UPDATE AND RESEARCHER VIEW MENTHA OIL NOV futures traded on NEGETIVE mode on last week. It made a low 1632 level at NCDEX. NCDEX MENTHA OIL NOV during this week prices moved downward. For the next week we expect downward. MENTHA OIL NOV prices find support level in range of 1560 levels. RECOMMENDATION: CALL SELL MENTHA OIL NOV BELOW 1630 TGT 1600/1570 SL 1710

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TECHNICAL UPDATE AND RESEARCHER VIEW NCDEX RMSEED DEC 2017

WEEKLY OUT LOOK RMSEED DEC TREND BEARISH

R2

R1

PP

S1

S2

4,011

3,947

3,913

3,849

3,815

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TECHNICAL UPDATE AND RESEARCHER VIEW RMSEED DEC futures traded on Negative mode on last week. It made a low 3880 level at NCDEX. RMSEED DEC prices to find support 3850 RECOMMENDATION: CALL SELL RMSEED DEC BELOW 3880 TGT 3850/3820 SL 3960

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DISCLAIMER The information contained here was gathered from sources deemed reliable however; no claim is made as to accuracy or content. This does not contain specific recommendations to buy or sell at particular prices or time, nor should any examples presented be deemed as such. There is a risk of loss in equity trading and you should carefully consider your financial position before making a trade. This is not, nor is it intended, to be a complete study of chart patterns or technical analysis and should not be deemed as such. Money Classic Investment Advisors does not guarantee that such information is accurate or complete and it should not be relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. For use at the sole discretion of the investor without any liability on Money Classic Investment Advisors.

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