Global trading routes are disrupted due to the Houthi's attacks in the Suez strait, which makes food, oil and metals cargo ships take the long route around Africa to get to Europe and Asia.
This makes the commodities transport three times more expensive and drives commodities inflation.
Food, softs, agriculture, wheat, corn, oil, gas, base and precious metals producers' stocks are likely to benefit from trading routed becoming more insecure and expensive.
This could be the long awaited strong year of oil, gas, soft, corn, wheat, gold, silver, iron ore, copper and essentially commodities stocks, which together with industrial companies and financials, banks, insurance companies could be deemed value investing stocks currently, according to Wolfteam Ltd.'s projections and estimates.
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