Future of Soft Commodities – During the Time of War (Trade War) (Presentation Slides)

Abstract

Future of Soft Commodities - During the time of (TRADE War)” the paper title mentioned cannot have simple and definitive answer. Reason being the world is too varied , too complex, for that to be possible. However, its not hard to recognise the sharp differences in ability to identify the more prominent and influential actors. One must understand purpose of the war is to degrade the enemy's will and economic capacity. It may sound surprising but destruction through a market attack can be more effective than taking out enemy's ship, aircraft, deploying chemical weapons, etc when it comes to disabling an opponent. During 2015-16 “Currency/Financial” war was evident as boundaryless warfare with China devaluating its currency. Post which there has been major change in global market dynamics, in fact has only got more intensified with change in leadership across world. The new course opted is TRADE WAR wherein most countries has started to deploy it's only TRUMP CARD of TARIFFS and leading the pack / more prominent actor in forefront is US of A. Such war can clamp down countries or even global banking system: Banking stops, Credit stops, and when Credit stops, Trade stops and when Trade stops, ECONOMY CRUMBLES. Economist John Maynard Keynes stated When the facts change, I change my mind“ Adhering with Mr. Keynes statement looks like we need not change our battlefield as is ON just that now it is more open & intense with many players joining the bandwagon Hence, Are Commodities getting politicised than staying course with its fundamentals???“ What challenges & opportunities does it get along???