Carlsquare: Carlsquare/Vontobel weekly trading note: If you want ROI, go for soy
18 juni, 08:39
Before the summer break, we are launching the soybean case, where demand is driven by soy oil. Investing in soybeans is expected to generate stable returns in 2025. Meanwhile, leading equity markets such as the S&P 500 and Nasdaq have shown resilience in the face of the new military conflict between Israel and Iran. So far, the main consequence has been a spike in oil prices.
The price of soybeans is usually determined by market dynamics in China, the USA, Argentina and Brazil. China is the main consumer of soybeans, accounting for almost 60% of total demand, while the latter countries are among the top three producers. Since late summer last year, the price of soybeans has grown steadily, driven by demand for soy oil. There is no indication that this trend will stop, meaning soybeans could be a relatively stable investment in 2025.
The leading stock markets fell sharply following Israel's military attacks on Iran, which began on the weekend of 14–15 June. However, at the time of writing, the S&P 500 and Nasdaq have recovered, which suggests that investors are becoming increasingly resilient in the face of various crises. The most significant long-term change appears to be the increase in oil prices, rising from approximately USD 62 per barrel on 31 May to USD 75 per barrel on 17 June.
Please find out more in our weekly letter on certificates Vontobel.com: Read the weekly newsletter here
Link to the Swedish-translated version
Read more
About Vontobel:
As a globally operating financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. Structured Solutions & Treasury bundles different investment solutions for private investors either directly or via ecosystems. Read more
About Carlsquare
Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more
Attachments
Carlsquare/Vontobel weekly trading note: If you want ROI, go for soy
Carlsquare: Carlsquare/Vontobel weekly trading note: If you want ROI, go for soy
18 juni, 08:39
Before the summer break, we are launching the soybean case, where demand is driven by soy oil. Investing in soybeans is expected to generate stable returns in 2025. Meanwhile, leading equity markets such as the S&P 500 and Nasdaq have shown resilience in the face of the new military conflict between Israel and Iran. So far, the main consequence has been a spike in oil prices.
The price of soybeans is usually determined by market dynamics in China, the USA, Argentina and Brazil. China is the main consumer of soybeans, accounting for almost 60% of total demand, while the latter countries are among the top three producers. Since late summer last year, the price of soybeans has grown steadily, driven by demand for soy oil. There is no indication that this trend will stop, meaning soybeans could be a relatively stable investment in 2025.
The leading stock markets fell sharply following Israel's military attacks on Iran, which began on the weekend of 14–15 June. However, at the time of writing, the S&P 500 and Nasdaq have recovered, which suggests that investors are becoming increasingly resilient in the face of various crises. The most significant long-term change appears to be the increase in oil prices, rising from approximately USD 62 per barrel on 31 May to USD 75 per barrel on 17 June.
Please find out more in our weekly letter on certificates Vontobel.com: Read the weekly newsletter here
Link to the Swedish-translated version
Read more
About Vontobel:
As a globally operating financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. Structured Solutions & Treasury bundles different investment solutions for private investors either directly or via ecosystems. Read more
About Carlsquare
Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more
Attachments
Carlsquare/Vontobel weekly trading note: If you want ROI, go for soy
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