Hints and tips:
...The war in Ukraine and the prospect of higher government defence spending have helped narrow the valuation gap as BAE shares have soared....
...Sanctions busting Moscow’s income from oil exports is higher now than before its full-scale invasion of Ukraine despite far-reaching sanctions, Bloomberg writes....
...The sharp increase in global food prices in the wake of Russia’s invasion of Ukraine has been a boon for Bayer’s crop sciences business, which accounts for half of its sales....
...Climate change imposed stress on food security well before Russia invaded Ukraine to exacerbate the problem, he added. “The crop science business is a jewel of a business,” Ubben said....
...Will Putin invade Ukraine? This is a far more live geopolitical trip wire than Taiwan given Xi Jinping’s inward focus in a year where he plans to renew his presidency....
...(FT) Ukraine’s second chance The landslide election victory of president Volodymyr Zelensky’s party is a 1989 moment: an opportunity for Ukraine to throw off a legacy of three lost decades and enter the...
...Their business has also been affected by a recession in Brazil and sanctions against Russia over Ukraine....
...Costs are concentrated in expensive countries such as Switzerland and the UK, yet its sales are heavily exposed to emerging markets such as Brazil and Ukraine, a long-term positive but a problem now....
...Meanwhile PotashCorp of Saskatchewan last week reaffirmed its $8.6bn offer for potash rival K+S of Germany, while Monsanto, the US seeds and pesticide group, continues to pursue Swiss rival Syngenta with...
...Additionally, the leaders said they would place new economic sanctions on Russia if Moscow increased military backing for separatists in eastern Ukraine....
...(Bloomberg) “Monsanto, the world’s largest seed company worth $64 billion, recently explored a takeover of $34 billion Swiss rival Syngenta in a transaction that would have allowed the U.S. firm to move...
...Ukraine’s rising prominence in the world agriculture markets has attracted Monsanto, the US agritechnology group, which announced plans to pump $150m into building a seed production facility, and Dupont...
...The Dupont factory was launched days after Monsanto, the other leading American seed, plant biotechnology and crop-protection company, revealed plans for a similar $140m seed plant in Ukraine....
...“Monsanto’s business is strongly aligned with Ukraine’s farm industry and government objectives for productivity and exports – to increase grains production [from a current 40-50 million tons] to 80-100...
...To combat this, agriculture technology groups such as Monsanto and DuPont Pioneer are seeking to help Ukraine boost harvests by providing higher quality seeds and other agriculture products....
...John Deere, the manufacturer of tractors and combines, is up 10 per cent, while Monsanto and DuPont, which sell seeds, have also risen....
...Meanwhile, as Bloomberg notes, US agricultural companies including Archer Daniels Midland, Monsanto and Potash Corp of Saskatchewan rose in New York trading on Thursday amid speculation that US wheat exports...
...Monsanto trades at about 37 times its earnings over the next 12 months based on consensus forecasts....
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