Unprecedented rainfalls could impact many more sectors in my opinion.
In Maharashtra, there is major set back to farmers not only in Non-Konkan areas but also in Konkan area. Alphonso mango crop is only 25% compared to any other normal year, which is massive impact. Disruptions in weather, massive unseasonal rainfalls can impact power demand for more time this year.
Rising inflation due to this may have more impact on FMCG stocks for few more months.
I think, investors need to be on their guard about weather related issues more in next decade probably than last 2 decades.
Just general observations. Not only related to IEX.
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