Food / Agribusiness
India rejects agriculture tax despite fiscal impact
Taxation of agricultural income has been a sensitive political issue for governments since at least the 1970s
IndiaBeer duopoly to dominate Mexican alcohol market
Microbreweries and wine consumption are on the rise, but two large brewers still dominate Mexico’s alcohol market.
MexicoSemiconductors face China-US trade restriction risks
The US semiconductor sector produces mostly for customers overseas and is vulnerable to Washington’s protectionist mood
United StatesRussian farms perform well but face challenges
A food trade dispute with Turkey seems resolved but farmers face subsidy cuts and an appreciating ruble
RussiaClimate change will drive luxury crop price volatility
Irregular supplies of high-demand crops from shifting climatic conditions could present investor opportunities
InternationalWashington will target Canada’s dairy support system
The Trump administration argues that Canadian state support for agricultural producers unfairly squeezes US farmers
CanadaUneven electrification will affect ASEAN competition
Electrification is a driver and symptom of economic growth, but South-east Asian electrification rates are uneven
ASEANUS NAFTA bluster offers limited dividends during talks
The White House wants to renegotiate terms with its North American trade partners, but threatens hardball tactics
United States