Asian demand for U.S. grain exports is expected to rise 5% this quarter, fueling optimism in "investing grains" ETF portfolios. Analysts from Rabobank project increased net margins for grain processors, potentially lifting sector valuations. You can't say no to this classic Midwest dish of a burger patty stuffed with melty cheese. Sugar has also posted modest gains, underpinned by policy uncertainty in India, where decisions on export quotas could tighten global supply. Output from Brazil’s Centre-South region has been robust, but the balance between strong production and export restrictions elsewhere is keeping prices supported. Portfolio managers report an uptick in inflows to agriculture commodity index funds, particularly those holding "investing grains" contracts, as investors seek diversification away from technology-heavy equity exposure.
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