Magic Markets #290: Storm Front - Winners and Losers in an El Niño World

This week, Mohammed Nalla explores El Niño, the climate phenomenon that can have a surprisingly powerful effect on economies and markets. With forecasts pointing to a strengthening event, Moe unpacks the impact on inflation, growth and food security, explaining why countries like South Africa, India and Australia tend to face headwinds while others, including Argentina and parts of North America, can actually benefit.

The Finance Ghost follows the investment implications through agricultural value chains, looking at everything from food retailers and fishing companies to fertiliser suppliers and farm technology businesses. He explains why climate-related disruptions can create both risks and opportunities, and why investors should focus on quality when uncertainty starts creeping into the outlook.

In this episode, we cover:

What El Niño is and why investors should care

The impact on inflation and economic growth

Why South Africa is particularly exposed

Winners and losers across global markets

Food security and agricultural risks

Fishing, aquaculture and supply chain effects

Opportunities in fertilisers, seeds and agri-tech

Why quality matters during periods of uncertainty

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