The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and turns of sanctions, threats, and political press conferences that have led to market moving changes and positioning in certain sectors and their related stocks.
There is now emerging evidence that the market has digested the “war premium” for many of these post-invasion moves and many areas are now breaking down in the face of concerns over macro GDP growth.
One of the more significant areas impacted by the invasion of Ukraine was the agricultural sector.
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